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 2019 | $3,486,000 | +39.2% | 47,570 | +37.9% | 0.48% | +37.8% |
| Q2 2019 | $2,505,000 | +89.3% | 34,485 | +87.7% | 0.35% | +68.4% |
| Q1 2019 | $1,323,000 | -41.6% | 18,376 | -43.8% | 0.21% | -54.9% |
| Q2 2017 | $2,265,000 | +978.6% | 32,707 | +853.3% | 0.46% | +885.1% |
| Q4 2016 | $210,000 | -89.3% | 3,431 | -88.1% | 0.05% | -89.4% |
| Q3 2016 | $1,956,000 | +19.4% | 28,910 | +17.2% | 0.44% | +12.1% |
| Q2 2016 | $1,638,000 | +8.5% | 24,670 | +8.5% | 0.40% | +16.4% |
| Q1 2016 | $1,510,000 | +0.3% | 22,734 | -2.1% | 0.34% | -11.0% |
| Q4 2015 | $1,506,000 | +18.9% | 23,213 | +14.3% | 0.38% | +14.0% |
| Q3 2015 | $1,267,000 | +2.3% | 20,316 | +7.1% | 0.34% | +4.0% |
| Q2 2015 | $1,239,000 | +0.8% | 18,975 | +1.7% | 0.32% | +36.3% |
| Q1 2015 | $1,229,000 | – | 18,659 | – | 0.24% | – |
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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% |