ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 258 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,926,000 | -15.4% | 41,170 | -18.0% | 0.24% | -7.2% |
| Q2 2017 | $3,459,000 | +140.9% | 50,218 | +131.6% | 0.26% | +141.3% |
| Q1 2017 | $1,436,000 | -7.2% | 21,686 | -11.0% | 0.11% | -9.2% |
| Q4 2016 | $1,547,000 | -16.4% | 24,372 | -15.5% | 0.12% | -18.4% |
| Q3 2016 | $1,851,000 | +18.4% | 28,830 | +24.6% | 0.15% | +21.5% |
| Q2 2016 | $1,564,000 | +83.1% | 23,134 | +81.2% | 0.12% | +63.5% |
| Q1 2016 | $854,000 | +32.6% | 12,764 | +24.2% | 0.07% | +39.6% |
| Q4 2015 | $644,000 | +50.5% | 10,273 | +58.3% | 0.05% | +35.9% |
| Q3 2015 | $428,000 | -99.6% | 6,490 | +294.3% | 0.04% | +457.1% |
| Q4 2014 | $100,070,000 | – | 1,646 | – | 0.01% | – |
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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% |