ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 77 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $31,000 | 0.0% | 468 | +1.7% | 0.01% | 0.0% |
| Q1 2016 | $31,000 | +3.3% | 460 | 0.0% | 0.01% | +11.1% |
| Q4 2015 | $30,000 | +7.1% | 460 | +0.9% | 0.01% | 0.0% |
| Q3 2015 | $28,000 | -3.4% | 456 | +1.6% | 0.01% | +12.5% |
| Q2 2015 | $29,000 | -25.6% | 449 | -25.0% | 0.01% | -27.3% |
| Q1 2015 | $39,000 | +5.4% | 599 | 0.0% | 0.01% | +10.0% |
| Q4 2014 | $37,000 | 0.0% | 599 | +1.4% | 0.01% | 0.0% |
| Q3 2014 | $37,000 | -27.5% | 591 | -23.7% | 0.01% | -28.6% |
| Q2 2014 | $51,000 | +131.8% | 775 | +121.4% | 0.01% | +133.3% |
| Q1 2014 | $22,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $22,000 | +4.8% | 350 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $21,000 | – | 350 | – | 0.01% | – |
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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% |