ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 77 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $29,238,000 | +22.6% | 398,895 | +21.5% | 0.27% | +23.5% |
| Q2 2019 | $23,842,000 | +3.6% | 328,223 | +2.7% | 0.22% | -2.3% |
| Q1 2019 | $23,010,000 | +33.2% | 319,583 | +23.3% | 0.22% | +16.2% |
| Q4 2018 | $17,273,000 | +34.7% | 259,144 | +47.1% | 0.19% | +51.6% |
| Q3 2018 | $12,826,000 | +69.2% | 176,166 | +65.3% | 0.13% | +55.6% |
| Q2 2018 | $7,580,000 | +16.6% | 106,559 | +20.8% | 0.08% | +9.5% |
| Q1 2018 | $6,499,000 | +14.4% | 88,201 | +13.3% | 0.07% | 0.0% |
| Q4 2017 | $5,679,000 | +43.4% | 77,816 | +39.6% | 0.07% | +37.0% |
| Q3 2017 | $3,961,000 | +23.4% | 55,742 | +20.3% | 0.05% | +14.9% |
| Q2 2017 | $3,209,000 | +12.7% | 46,354 | +7.4% | 0.05% | +20.5% |
| Q1 2017 | $2,848,000 | -85.6% | 43,162 | -85.3% | 0.04% | -86.5% |
| Q4 2016 | $19,804,000 | 0.0% | 292,797 | 0.0% | 0.29% | -2.4% |
| Q3 2016 | $19,804,000 | +9.5% | 292,797 | +7.5% | 0.30% | +5.4% |
| Q2 2016 | $18,085,000 | +6.5% | 272,416 | +6.6% | 0.28% | +0.7% |
| Q1 2016 | $16,980,000 | +166.5% | 255,579 | +160.2% | 0.28% | +109.0% |
| Q4 2015 | $6,371,000 | +479.7% | 98,225 | +457.2% | 0.13% | +454.2% |
| Q3 2015 | $1,099,000 | +95.9% | 17,629 | +105.2% | 0.02% | +100.0% |
| Q2 2015 | $561,000 | -93.6% | 8,593 | -35.6% | 0.01% | -36.8% |
| Q1 2015 | $8,794,000 | +121.6% | 13,347 | +107.5% | 0.02% | +111.1% |
| Q4 2014 | $3,968,000 | +85.3% | 6,432 | +88.1% | 0.01% | +80.0% |
| Q3 2014 | $2,141,000 | -25.0% | 3,419 | -21.7% | 0.01% | -28.6% |
| Q2 2014 | $2,855,000 | +25.5% | 4,368 | +20.5% | 0.01% | +16.7% |
| Q1 2014 | $2,275,000 | – | 3,625 | – | 0.01% | – |
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% |