ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 67 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $249,000 | -83.8% | 3,459 | -85.0% | 0.00% | -100.0% |
| Q4 2018 | $1,536,000 | -8.5% | 23,064 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,679,000 | +2.3% | 23,064 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,641,000 | +30.7% | 23,064 | +35.4% | 0.00% | 0.0% |
| Q1 2018 | $1,256,000 | +1.1% | 17,038 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,242,000 | +2.6% | 17,038 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,210,000 | -14.8% | 17,038 | -16.9% | 0.00% | 0.0% |
| Q2 2017 | $1,420,000 | -7.9% | 20,509 | -12.2% | 0.00% | -90.9% |
| Q1 2017 | $1,542,000 | +54.7% | 23,363 | +43.5% | 0.01% | +57.1% |
| Q4 2016 | $997,000 | -37.2% | 16,285 | -30.6% | 0.01% | -41.7% |
| Q3 2016 | $1,588,000 | -23.9% | 23,479 | -25.3% | 0.01% | -29.4% |
| Q2 2016 | $2,086,000 | -0.0% | 31,415 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $2,087,000 | -17.8% | 31,415 | -19.7% | 0.02% | -15.0% |
| Q4 2015 | $2,539,000 | -0.4% | 39,144 | -4.2% | 0.02% | -9.1% |
| Q3 2015 | $2,549,000 | -4.4% | 40,852 | 0.0% | 0.02% | +4.8% |
| Q2 2015 | $2,667,000 | -0.9% | 40,852 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $2,692,000 | +6.8% | 40,852 | 0.0% | 0.02% | +16.7% |
| Q4 2014 | $2,521,000 | +75.1% | 40,852 | +77.5% | 0.02% | +28.6% |
| Q3 2014 | $1,440,000 | -4.3% | 23,010 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $1,504,000 | -5.2% | 23,010 | -9.0% | 0.01% | -6.7% |
| Q1 2014 | $1,586,000 | -24.0% | 25,277 | -25.3% | 0.02% | -28.6% |
| Q4 2013 | $2,087,000 | +1.2% | 33,842 | 0.0% | 0.02% | -8.7% |
| Q3 2013 | $2,062,000 | +15.8% | 33,842 | +9.1% | 0.02% | +9.5% |
| Q2 2013 | $1,781,000 | – | 31,006 | – | 0.02% | – |
Download | ||||||
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% |