ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 239 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $36,000 | -14.3% | 576 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $42,000 | +2.4% | 576 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +7.9% | 576 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $38,000 | -9.5% | 576 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,000 | 0.0% | 576 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $42,000 | 0.0% | 576 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,000 | 0.0% | 576 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $42,000 | +2.4% | 576 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $41,000 | +2.5% | 576 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $40,000 | +5.3% | 576 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $38,000 | +8.6% | 576 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $35,000 | -10.3% | 576 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $39,000 | +2.6% | 576 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $38,000 | 0.0% | 576 | 0.0% | 0.01% | -18.2% |
| Q1 2016 | $38,000 | +2.7% | 576 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $37,000 | +2.8% | 576 | 0.0% | 0.01% | -9.1% |
| Q3 2015 | $36,000 | -10.0% | 576 | -6.8% | 0.01% | -8.3% |
| Q2 2015 | $40,000 | -2.4% | 618 | 0.0% | 0.01% | -7.7% |
| Q1 2015 | $41,000 | +7.9% | 618 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $38,000 | -24.0% | 618 | -22.2% | 0.01% | -27.8% |
| Q3 2014 | $50,000 | – | 794 | – | 0.02% | – |
Download | ||||||
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% |