WEATHERLY ASSET MANAGEMENT L. P. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 428 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$2,346,000
-16.5%
35,198
-8.7%
0.56%
-3.6%
Q3 2018$2,808,000
-0.0%
38,565
-2.3%
0.58%
-12.1%
Q2 2018$2,809,000
-6.4%
39,485
-3.0%
0.66%
-7.9%
Q1 2018$3,000,000
+0.8%
40,714
-0.2%
0.71%
-1.1%
Q4 2017$2,976,000
+2.5%
40,784
-0.2%
0.72%
-6.6%
Q3 2017$2,904,000
+10.6%
40,868
+7.8%
0.77%
+4.2%
Q2 2017$2,626,000
+9.9%
37,928
+4.8%
0.74%
+4.7%
Q1 2017$2,389,000
+8.7%
36,195
+0.8%
0.71%
+0.9%
Q4 2016$2,198,000
-8.7%
35,910
+0.9%
0.70%
-12.3%
Q3 2016$2,407,000
+6.7%
35,584
+4.8%
0.80%
+7.3%
Q2 2016$2,255,000
+12.8%
33,963
+12.8%
0.74%
+7.7%
Q1 2016$2,000,000
+11.5%
30,109
+8.9%
0.69%
+8.8%
Q4 2015$1,793,000
+7.9%
27,649
+3.8%
0.64%
-5.5%
Q3 2015$1,662,000
-4.9%
26,648
-0.5%
0.67%
+0.9%
Q2 2015$1,748,000
+15.5%
26,786
+16.6%
0.67%
+10.1%
Q1 2015$1,513,000
+8.9%
22,971
+2.0%
0.60%
+3.8%
Q4 2014$1,389,000
-5.9%
22,511
-4.5%
0.58%
-8.3%
Q3 2014$1,476,000
-42.6%
23,574
-40.0%
0.64%
+15.8%
Q2 2014$2,570,000
+264.0%
39,302
+249.5%
0.55%
+67.4%
Q1 2014$706,00011,2450.33%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders