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 2020 | $601,000 | -4.1% | 8,816 | -7.2% | 0.10% | -10.3% |
| Q2 2020 | $627,000 | -0.3% | 9,496 | -6.4% | 0.12% | -13.3% |
| Q1 2020 | $629,000 | -26.8% | 10,142 | -12.0% | 0.14% | -14.0% |
| Q4 2019 | $859,000 | -0.3% | 11,531 | -2.0% | 0.16% | -8.2% |
| Q3 2019 | $862,000 | -4.2% | 11,765 | -5.1% | 0.17% | -6.6% |
| Q2 2019 | $900,000 | +1.9% | 12,394 | +1.1% | 0.18% | -18.7% |
| Q1 2019 | $883,000 | +0.1% | 12,262 | -7.3% | 0.22% | -6.6% |
| Q4 2018 | $882,000 | -12.8% | 13,224 | -4.7% | 0.24% | -10.7% |
| Q3 2018 | $1,011,000 | +1.5% | 13,883 | -0.8% | 0.27% | -6.2% |
| Q2 2018 | $996,000 | +8.5% | 13,996 | +11.0% | 0.29% | +4.7% |
| Q1 2018 | $918,000 | +0.1% | 12,609 | +1.8% | 0.28% | -7.4% |
| Q4 2017 | $917,000 | +9.6% | 12,385 | +5.2% | 0.30% | +4.6% |
| Q3 2017 | $837,000 | +20.8% | 11,770 | +16.2% | 0.28% | +6.0% |
| Q2 2017 | $693,000 | – | 10,125 | – | 0.27% | – |
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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% |