ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 332 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.62 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $230,000 | +1.8% | 3,089 | 0.0% | 0.16% | -3.0% |
| Q3 2019 | $226,000 | +0.9% | 3,089 | 0.0% | 0.17% | +1.2% |
| Q2 2019 | $224,000 | -7.8% | 3,089 | -8.5% | 0.17% | -8.7% |
| Q1 2019 | $243,000 | -23.3% | 3,375 | -29.2% | 0.18% | -30.9% |
| Q4 2018 | $317,000 | -8.9% | 4,768 | -0.5% | 0.26% | +6.0% |
| Q3 2018 | $348,000 | +2.7% | 4,791 | +0.5% | 0.25% | +8.7% |
| Q2 2018 | $339,000 | -3.4% | 4,768 | 0.0% | 0.23% | -2.1% |
| Q1 2018 | $351,000 | – | 4,768 | – | 0.24% | – |
Download | ||||||
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% |