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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $12,125,000 | +0.6% | 198,059 | +11.2% | 4.82% | -2.7% |
| Q3 2016 | $12,050,000 | -25.6% | 178,149 | -27.0% | 4.95% | -31.3% |
| Q2 2016 | $16,200,000 | +2.9% | 244,015 | +3.0% | 7.20% | -2.7% |
| Q1 2016 | $15,741,000 | +4.2% | 236,918 | +1.7% | 7.40% | -13.4% |
| Q4 2015 | $15,108,000 | -11.5% | 232,891 | -14.9% | 8.55% | -22.4% |
| Q3 2015 | $17,076,000 | -3.8% | 273,699 | +4.2% | 11.02% | +11.7% |
| Q2 2015 | $17,743,000 | +8.4% | 262,664 | +5.8% | 9.86% | +3.6% |
| Q1 2015 | $16,365,000 | +39.1% | 248,368 | +30.2% | 9.52% | +9.2% |
| Q4 2014 | $11,769,000 | +7.1% | 190,751 | +8.7% | 8.71% | +6.6% |
| Q3 2014 | $10,986,000 | +0.2% | 175,408 | +4.6% | 8.18% | +0.5% |
| Q2 2014 | $10,966,000 | +1.6% | 167,725 | -2.4% | 8.13% | -5.9% |
| Q1 2014 | $10,789,000 | +96.1% | 171,911 | +92.4% | 8.64% | +91.5% |
| Q4 2013 | $5,503,000 | – | 89,328 | – | 4.51% | – |
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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% |