ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $319,000 | -13.6% | 4,952 | 0.0% | 0.30% | +11.9% |
| Q4 2019 | $369,000 | +1.9% | 4,952 | +0.2% | 0.27% | -18.8% |
| Q3 2019 | $362,000 | +0.6% | 4,942 | 0.0% | 0.33% | -0.3% |
| Q2 2019 | $360,000 | +10.1% | 4,942 | +9.2% | 0.33% | +0.6% |
| Q1 2019 | $327,000 | +6.2% | 4,524 | 0.0% | 0.33% | -22.2% |
| Q4 2018 | $308,000 | -6.7% | 4,524 | -6.4% | 0.42% | +0.5% |
| Q3 2018 | $330,000 | -4.1% | 4,833 | 0.0% | 0.42% | +5.8% |
| Q2 2018 | $344,000 | -3.1% | 4,833 | +0.3% | 0.40% | +43.2% |
| Q1 2018 | $355,000 | -2.2% | 4,818 | 0.0% | 0.28% | +6.9% |
| Q4 2017 | $363,000 | – | 4,818 | – | 0.26% | – |
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% |