ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12,717 | +15.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -15.4% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $12,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | -65.9% | 200 | -67.1% | 0.00% | -66.7% |
| Q1 2019 | $44,000 | +10.0% | 607 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -9.1% | 607 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $44,000 | +2.3% | 607 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $43,000 | -4.4% | 607 | 0.0% | 0.01% | -18.2% |
| Q1 2018 | $45,000 | +2.3% | 607 | 0.0% | 0.01% | +10.0% |
| Q4 2017 | $44,000 | +2.3% | 607 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $43,000 | +2.4% | 607 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $42,000 | +5.0% | 607 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $40,000 | -47.4% | 607 | -50.7% | 0.01% | -52.0% |
| Q4 2016 | $76,000 | +35.7% | 1,232 | +49.3% | 0.02% | +31.6% |
| Q3 2016 | $56,000 | +1.8% | 825 | 0.0% | 0.02% | -9.5% |
| Q2 2016 | $55,000 | 0.0% | 825 | 0.0% | 0.02% | -4.5% |
| Q1 2016 | $55,000 | +323.1% | 825 | +312.5% | 0.02% | +340.0% |
| Q4 2015 | $13,000 | – | 200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 832,000 | $61,115,000 | 30.70% |
| O'Brien Wealth Partners LLC | 724,159 | $54,080,000 | 19.54% |
| Financial Advisors, LLC | 467,031 | $34,285,000 | 15.24% |
| Monterey Private Wealth, Inc. | 305,088 | $22,396,000 | 12.91% |
| Burt Wealth Advisors | 477,880 | $35,081,000 | 12.09% |
| Verde Capital Management | 330,515 | $24,263,000 | 12.07% |
| Peterson Wealth Advisors, LLC | 340,953 | $25,029,000 | 11.01% |
| Personal Wealth Partners | 289,880 | $21,280,000 | 9.95% |
| Merit Financial Group, LLC | 1,255,179 | $92,143,000 | 8.90% |
| JANICZEK WEALTH MANAGEMENT, LLC | 233,982 | $17,177,000 | 8.32% |