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 2018 | $440,000 | -3.3% | 6,042 | -5.5% | 0.09% | -17.1% |
| Q2 2018 | $455,000 | -7.0% | 6,396 | -3.7% | 0.11% | -10.5% |
| Q1 2018 | $489,000 | -20.2% | 6,640 | -21.0% | 0.12% | -12.1% |
| Q4 2017 | $613,000 | +2.7% | 8,400 | +0.0% | 0.14% | -8.4% |
| Q3 2017 | $597,000 | +4.0% | 8,399 | +1.3% | 0.15% | -7.2% |
| Q2 2017 | $574,000 | +5.9% | 8,294 | +0.9% | 0.17% | -6.7% |
| Q1 2017 | $542,000 | +12.2% | 8,218 | +4.2% | 0.18% | -9.2% |
| Q4 2016 | $483,000 | +885.7% | 7,887 | +989.4% | 0.20% | +790.9% |
| Q3 2016 | $49,000 | +8.9% | 724 | +7.4% | 0.02% | +15.8% |
| Q2 2016 | $45,000 | -44.4% | 674 | -45.0% | 0.02% | -47.2% |
| Q1 2016 | $81,000 | +50.0% | 1,226 | +48.4% | 0.04% | +33.3% |
| Q4 2015 | $54,000 | +5.9% | 826 | +0.7% | 0.03% | -6.9% |
| Q3 2015 | $51,000 | +325.0% | 820 | +345.7% | 0.03% | +314.3% |
| Q2 2015 | $12,000 | -50.0% | 184 | -50.0% | 0.01% | 0.0% |
| Q1 2015 | $24,000 | – | 368 | – | 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% |