ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 138 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $8,316,000 | -40.7% | 126,152 | -44.6% | 1.17% | -40.2% |
| Q4 2014 | $14,027,000 | +93.3% | 227,630 | +97.7% | 1.95% | +100.1% |
| Q3 2014 | $7,256,000 | -5.4% | 115,126 | -1.5% | 0.98% | -13.4% |
| Q2 2014 | $7,667,000 | +13.1% | 116,919 | +8.9% | 1.13% | +14.4% |
| Q1 2014 | $6,780,000 | +361.9% | 107,327 | +349.9% | 0.98% | +366.8% |
| Q4 2013 | $1,468,000 | +161.7% | 23,854 | +158.9% | 0.21% | +151.2% |
| Q3 2013 | $561,000 | – | 9,213 | – | 0.08% | – |
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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% |