ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $240,000 | -0.4% | 3,283 | 0.0% | 0.06% | -8.1% |
| Q4 2020 | $241,000 | +7.6% | 3,283 | 0.0% | 0.06% | -4.6% |
| Q3 2020 | $224,000 | +3.2% | 3,283 | 0.0% | 0.06% | -5.8% |
| Q2 2020 | $217,000 | +6.4% | 3,283 | 0.0% | 0.07% | -9.2% |
| Q1 2020 | $204,000 | -16.7% | 3,283 | 0.0% | 0.08% | +8.6% |
| Q4 2019 | $245,000 | +1.7% | 3,283 | 0.0% | 0.07% | -4.1% |
| Q3 2019 | $241,000 | +1.3% | 3,283 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $238,000 | +0.8% | 3,283 | +0.1% | 0.07% | -3.9% |
| Q1 2019 | $236,000 | +7.8% | 3,280 | 0.0% | 0.08% | -3.8% |
| Q4 2018 | $219,000 | -8.4% | 3,280 | +0.1% | 0.08% | +2.6% |
| Q3 2018 | $239,000 | +2.6% | 3,278 | 0.0% | 0.08% | -3.7% |
| Q2 2018 | $233,000 | -3.3% | 3,278 | +0.1% | 0.08% | -6.9% |
| Q1 2018 | $241,000 | +0.8% | 3,275 | 0.0% | 0.09% | +1.2% |
| Q4 2017 | $239,000 | +2.6% | 3,275 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $233,000 | +2.6% | 3,275 | 0.0% | 0.09% | +2.4% |
| Q2 2017 | $227,000 | +5.1% | 3,275 | +0.1% | 0.08% | +5.0% |
| Q1 2017 | $216,000 | +8.0% | 3,272 | 0.0% | 0.08% | +2.6% |
| Q4 2016 | $200,000 | -9.5% | 3,272 | +0.1% | 0.08% | -25.7% |
| Q3 2016 | $221,000 | +1.8% | 3,269 | 0.0% | 0.10% | +22.1% |
| Q2 2016 | $217,000 | +4.3% | 3,269 | +4.4% | 0.09% | +1.2% |
| Q1 2016 | $208,000 | – | 3,132 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |