ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 221 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $622,000 | -52.1% | 10,180 | -52.1% | 0.14% | -51.2% |
| Q4 2016 | $1,299,000 | -53.2% | 21,261 | -48.3% | 0.29% | -14.2% |
| Q3 2016 | $2,776,000 | +11.2% | 41,098 | +9.2% | 0.34% | -0.6% |
| Q2 2016 | $2,496,000 | +8.6% | 37,623 | +8.5% | 0.34% | +10.1% |
| Q1 2016 | $2,299,000 | +21.2% | 34,687 | +18.5% | 0.31% | +21.7% |
| Q4 2015 | $1,897,000 | +7.2% | 29,267 | +3.2% | 0.25% | +5.4% |
| Q3 2015 | $1,769,000 | -5.5% | 28,358 | -1.0% | 0.24% | -0.8% |
| Q2 2015 | $1,872,000 | +316.0% | 28,639 | +294.8% | 0.24% | +250.7% |
| Q4 2014 | $450,000 | -5.9% | 7,254 | -4.6% | 0.07% | +7.8% |
| Q3 2014 | $478,000 | -31.5% | 7,604 | -30.4% | 0.06% | -25.6% |
| Q2 2014 | $698,000 | -4.4% | 10,928 | -6.0% | 0.09% | -5.5% |
| Q1 2014 | $730,000 | +1.8% | 11,628 | -0.3% | 0.09% | 0.0% |
| Q4 2013 | $717,000 | +5.1% | 11,668 | +3.7% | 0.09% | -6.2% |
| Q3 2013 | $682,000 | +70.1% | 11,247 | +60.0% | 0.10% | +61.7% |
| Q2 2013 | $401,000 | – | 7,028 | – | 0.06% | – |
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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% |