ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 94 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,464,000 | +11.1% | 21,643 | +9.0% | 1.62% | +8.8% |
| Q2 2016 | $1,318,000 | -0.1% | 19,855 | 0.0% | 1.49% | -3.4% |
| Q1 2016 | $1,319,000 | +2.4% | 19,855 | 0.0% | 1.55% | +8.3% |
| Q4 2015 | $1,288,000 | -31.2% | 19,855 | -33.8% | 1.43% | -40.8% |
| Q3 2015 | $1,871,000 | +7.4% | 29,995 | +12.4% | 2.41% | +16.9% |
| Q2 2015 | $1,742,000 | +32.3% | 26,685 | +33.5% | 2.06% | +46.9% |
| Q1 2015 | $1,317,000 | +6.8% | 19,985 | 0.0% | 1.41% | +1.1% |
| Q4 2014 | $1,233,000 | -1.5% | 19,985 | 0.0% | 1.39% | -8.6% |
| Q3 2014 | $1,252,000 | -4.2% | 19,985 | 0.0% | 1.52% | -3.6% |
| Q2 2014 | $1,307,000 | +4.2% | 19,985 | 0.0% | 1.58% | -0.3% |
| Q1 2014 | $1,254,000 | +34.0% | 19,985 | +31.5% | 1.58% | +25.4% |
| Q4 2013 | $936,000 | +1.1% | 15,200 | 0.0% | 1.26% | -0.5% |
| Q3 2013 | $926,000 | +6.6% | 15,200 | 0.0% | 1.27% | -11.9% |
| Q2 2013 | $869,000 | – | 15,200 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |