ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 198 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.97 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,406,000 | -6.9% | 33,039 | -9.1% | 0.00% | 0.0% |
| Q2 2018 | $2,584,000 | +6.6% | 36,329 | +10.4% | 0.00% | 0.0% |
| Q1 2018 | $2,425,000 | +4.5% | 32,906 | +3.4% | 0.00% | 0.0% |
| Q4 2017 | $2,321,000 | +0.5% | 31,810 | -2.1% | 0.00% | 0.0% |
| Q3 2017 | $2,310,000 | +8.3% | 32,507 | +5.5% | 0.00% | 0.0% |
| Q2 2017 | $2,133,000 | +381.5% | 30,808 | +359.2% | 0.00% | +200.0% |
| Q1 2017 | $443,000 | -73.8% | 6,709 | -75.7% | 0.00% | -50.0% |
| Q4 2016 | $1,692,000 | -73.1% | 27,645 | -70.3% | 0.00% | -77.8% |
| Q3 2016 | $6,300,000 | -14.3% | 93,144 | -15.9% | 0.01% | -18.2% |
| Q2 2016 | $7,349,000 | +985.5% | 110,702 | +994.4% | 0.01% | +1000.0% |
| Q1 2016 | $677,000 | +89.1% | 10,115 | +83.3% | 0.00% | – |
| Q4 2015 | $358,000 | +88.4% | 5,519 | +81.3% | 0.00% | – |
| Q3 2015 | $190,000 | +108.8% | 3,044 | +118.5% | 0.00% | – |
| Q2 2015 | $91,000 | +658.3% | 1,393 | +691.5% | 0.00% | – |
| Q1 2015 | $12,000 | – | 176 | – | 0.00% | – |
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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% |