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 | ||||
---|---|---|---|---|---|---|
Q4 2016 | $21,498,000 | -21.5% | 351,155 | -13.3% | 0.70% | -25.6% |
Q3 2016 | $27,384,000 | +38.0% | 404,854 | +35.4% | 0.94% | +31.9% |
Q2 2016 | $19,846,000 | +61.4% | 298,929 | +61.5% | 0.71% | +38.0% |
Q1 2016 | $12,297,000 | +69.2% | 185,086 | +65.2% | 0.52% | +56.4% |
Q4 2015 | $7,268,000 | +105.8% | 112,037 | +97.9% | 0.33% | +19.6% |
Q3 2015 | $3,531,000 | -38.1% | 56,600 | -35.2% | 0.28% | -31.9% |
Q2 2015 | $5,705,000 | +41.3% | 87,376 | +42.6% | 0.40% | +43.1% |
Q1 2015 | $4,038,000 | +28.4% | 61,280 | +20.3% | 0.28% | -17.0% |
Q4 2014 | $3,144,000 | +198.9% | 50,955 | +203.4% | 0.34% | +168.5% |
Q3 2014 | $1,052,000 | +78.3% | 16,797 | +86.2% | 0.13% | +60.8% |
Q2 2014 | $590,000 | -37.6% | 9,019 | -40.2% | 0.08% | +14.5% |
Q1 2014 | $946,000 | +217.4% | 15,074 | +211.6% | 0.07% | +53.3% |
Q4 2013 | $298,000 | +727.8% | 4,837 | +714.3% | 0.04% | +650.0% |
Q3 2013 | $36,000 | +157.1% | 594 | +141.5% | 0.01% | +100.0% |
Q2 2013 | $14,000 | – | 246 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shelter Ins Retirement Plan | 816,500 | $59,613,000 | 30.48% |
O'Brien Wealth Partners LLC | 728,769 | $54,038,000 | 17.90% |
Financial Advisors, LLC | 484,535 | $35,366,000 | 14.11% |
Burt Wealth Advisors | 488,964 | $35,690,000 | 13.15% |
Peterson Wealth Advisors, LLC | 363,847 | $26,557,000 | 10.81% |
Personal Wealth Partners | 257,321 | $18,782,000 | 8.48% |
Verde Capital Management | 240,159 | $17,531,000 | 7.72% |
Monterey Private Wealth, Inc. | 181,967 | $13,602,000 | 7.49% |
JANICZEK WEALTH MANAGEMENT, LLC | 231,002 | $16,861,000 | 6.72% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 192,545 | $14,054,000 | 6.52% |