ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 318 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $443,000 | -77.1% | 6,071 | -79.2% | 0.12% | -82.0% |
| Q2 2020 | $1,932,000 | +20.3% | 29,253 | +13.0% | 0.64% | +0.6% |
| Q1 2020 | $1,606,000 | +5.0% | 25,887 | +26.2% | 0.64% | +29.9% |
| Q4 2019 | $1,529,000 | +26.1% | 20,509 | +23.9% | 0.49% | +16.2% |
| Q3 2019 | $1,213,000 | +25.2% | 16,556 | +24.1% | 0.42% | +16.9% |
| Q2 2019 | $969,000 | +669.0% | 13,340 | +661.4% | 0.36% | +579.2% |
| Q1 2019 | $126,000 | +530.0% | 1,752 | +480.1% | 0.05% | +430.0% |
| Q4 2018 | $20,000 | +300.0% | 302 | +302.7% | 0.01% | +400.0% |
| Q3 2018 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $5,000 | 0.0% | 75 | +2.7% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $5,000 | – | 73 | – | 0.00% | – |
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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% |