ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 221 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $18,834,000 | +5.9% | 257,013 | +5.0% | 0.10% | +5.4% |
| Q2 2019 | $17,785,000 | +8.1% | 244,837 | +7.1% | 0.09% | +6.9% |
| Q1 2019 | $16,453,000 | +13.5% | 228,506 | +5.1% | 0.09% | +4.8% |
| Q4 2018 | $14,497,000 | +19.1% | 217,475 | +30.1% | 0.08% | +31.7% |
| Q3 2018 | $12,173,000 | +4.0% | 167,185 | +1.6% | 0.06% | -1.6% |
| Q2 2018 | $11,710,000 | -7.0% | 164,614 | -3.7% | 0.06% | -8.6% |
| Q1 2018 | $12,597,000 | +20.6% | 170,944 | +19.4% | 0.07% | +14.8% |
| Q4 2017 | $10,446,000 | +5.4% | 143,141 | +2.6% | 0.06% | +3.4% |
| Q3 2017 | $9,915,000 | +63.2% | 139,533 | +59.0% | 0.06% | +59.5% |
| Q2 2017 | $6,075,000 | +25.4% | 87,732 | +19.6% | 0.04% | +19.4% |
| Q1 2017 | $4,843,000 | +19.8% | 73,381 | +11.1% | 0.03% | +29.2% |
| Q4 2016 | $4,041,000 | +6.8% | 66,024 | +18.0% | 0.02% | 0.0% |
| Q3 2016 | $3,784,000 | +35.0% | 55,955 | +32.5% | 0.02% | +41.2% |
| Q2 2016 | $2,804,000 | +54.0% | 42,242 | +54.1% | 0.02% | +54.5% |
| Q1 2016 | $1,821,000 | +144.8% | 27,410 | +138.9% | 0.01% | +120.0% |
| Q4 2015 | $744,000 | – | 11,475 | – | 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% |