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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,838,000 | -59.9% | 62,693 | -55.7% | 1.22% | -52.0% |
| Q3 2016 | $9,562,000 | +4.5% | 141,362 | +2.5% | 2.54% | +2.3% |
| Q2 2016 | $9,153,000 | +89.3% | 137,856 | +89.4% | 2.49% | +97.9% |
| Q1 2016 | $4,836,000 | +0.1% | 72,786 | -2.3% | 1.26% | +1.2% |
| Q4 2015 | $4,831,000 | -38.3% | 74,466 | -40.7% | 1.24% | -44.4% |
| Q3 2015 | $7,832,000 | +27.8% | 125,529 | +33.8% | 2.23% | +23.0% |
| Q2 2015 | $6,127,000 | +3.0% | 93,840 | +3.9% | 1.82% | +4.7% |
| Q1 2015 | $5,951,000 | +16.7% | 90,308 | +9.3% | 1.73% | +0.8% |
| Q4 2014 | $5,100,000 | -7.8% | 82,659 | -6.4% | 1.72% | -6.4% |
| Q3 2014 | $5,532,000 | +122.7% | 88,334 | +132.5% | 1.84% | +126.9% |
| Q2 2014 | $2,484,000 | +5.6% | 37,991 | +1.4% | 0.81% | +5.6% |
| Q1 2014 | $2,352,000 | +23420.0% | 37,467 | +23316.9% | 0.77% | +25466.7% |
| Q4 2013 | $10,000 | -37.5% | 160 | -38.2% | 0.00% | -50.0% |
| Q3 2013 | $16,000 | -61.9% | 259 | -64.7% | 0.01% | -57.1% |
| Q2 2013 | $42,000 | – | 734 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |