ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 341 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 606,289 | $44,417,000 | 32.49% |
| Financial Advisors, LLC | 376,528 | $27,351,000 | 17.55% |
| Burt Wealth Advisors | 452,560 | $32,874,000 | 14.41% |
| Legacy Financial Advisors, Inc. | 546,972 | $39,732,000 | 14.05% |
| Peterson Wealth Advisors, LLC | 288,806 | $20,979,000 | 13.28% |
| SimpliFi, Inc. | 274,449 | $19,936,000 | 11.92% |
| Merit Financial Group, LLC | 1,030,481 | $74,134,000 | 8.70% |
| NewDay Solutions, LLC | 158,748 | $11,536,000 | 8.35% |
| RHS Financial, LLC | 91,480 | $6,645,000 | 8.32% |
| Financial Insights, Inc. | 109,566 | $7,836,000 | 7.95% |