ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,832 | -97.7% | 76 | -97.3% | 0.00% | -100.0% |
| Q3 2018 | $206,000 | +2.5% | 2,830 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $201,000 | -3.8% | 2,830 | 0.0% | 0.02% | -10.5% |
| Q1 2018 | $209,000 | +1.0% | 2,830 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $207,000 | -1.4% | 2,830 | -4.4% | 0.02% | -16.7% |
| Q3 2017 | $210,000 | -32.9% | 2,960 | -38.6% | 0.02% | -46.7% |
| Q4 2015 | $313,000 | +0.6% | 4,824 | -3.2% | 0.04% | -18.2% |
| Q3 2015 | $311,000 | -21.9% | 4,982 | -18.2% | 0.06% | +3.8% |
| Q2 2015 | $398,000 | +28.8% | 6,090 | +29.9% | 0.05% | +29.3% |
| Q1 2015 | $309,000 | – | 4,690 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
| Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
| Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
| Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
| Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
| SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
| Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
| NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
| RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
| Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |