ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 67 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $18,780,000 | -81.9% | 300,000 | -81.1% | 0.86% | -69.5% |
| Q2 2014 | $103,658,000 | +28.5% | 1,585,474 | +23.3% | 2.80% | +7.8% |
| Q1 2014 | $80,676,000 | +1.8% | 1,285,474 | 0.0% | 2.60% | -11.5% |
| Q4 2013 | $79,262,000 | +1.2% | 1,285,474 | 0.0% | 2.94% | -3.4% |
| Q3 2013 | $78,337,000 | +6.7% | 1,285,474 | 0.0% | 3.04% | -9.3% |
| Q2 2013 | $73,452,000 | – | 1,285,474 | – | 3.35% | – |
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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% |