ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $123,718,000 | -1.0% | 1,659,750 | -2.6% | 0.18% | -8.9% |
| Q3 2019 | $124,913,000 | -2.2% | 1,704,590 | -3.1% | 0.19% | -5.9% |
| Q2 2019 | $127,787,000 | -3.8% | 1,759,183 | -4.7% | 0.20% | -8.9% |
| Q1 2019 | $132,903,000 | +2.7% | 1,845,876 | -4.9% | 0.22% | -8.6% |
| Q4 2018 | $129,403,000 | -12.9% | 1,941,231 | -4.8% | 0.24% | -4.7% |
| Q3 2018 | $148,539,000 | -1.5% | 2,040,080 | -3.7% | 0.26% | -6.9% |
| Q2 2018 | $150,747,000 | – | 2,119,019 | – | 0.28% | – |
Download | ||||||
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% |