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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $316,000 | -36.4% | 4,559 | -39.5% | 0.37% | +62.6% |
| Q1 2017 | $497,000 | +7.8% | 7,532 | 0.0% | 0.23% | +8.1% |
| Q4 2016 | $461,000 | -64.9% | 7,532 | -61.2% | 0.21% | -64.5% |
| Q3 2016 | $1,313,000 | +33.6% | 19,409 | +31.2% | 0.59% | +21.8% |
| Q2 2016 | $983,000 | +25.5% | 14,799 | +25.5% | 0.49% | +35.8% |
| Q1 2016 | $783,000 | -17.9% | 11,791 | -19.9% | 0.36% | -25.9% |
| Q4 2015 | $954,000 | +16.2% | 14,712 | +11.7% | 0.48% | +8.8% |
| Q3 2015 | $821,000 | -59.3% | 13,167 | -57.4% | 0.44% | -34.5% |
| Q2 2015 | $2,016,000 | – | 30,886 | – | 0.68% | – |
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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% |