ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 112 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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% |