ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 156 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,807,000 | +231.4% | 95,795 | +222.8% | 0.00% | – |
| Q2 2017 | $2,054,000 | -94.0% | 29,672 | -94.3% | 0.00% | -100.0% |
| Q1 2017 | $34,243,000 | +11.0% | 518,841 | +2.9% | 0.00% | 0.0% |
| Q4 2016 | $30,863,000 | -46.8% | 504,129 | -41.2% | 0.00% | -50.0% |
| Q3 2016 | $58,013,000 | +6.6% | 857,671 | +4.7% | 0.01% | 0.0% |
| Q2 2016 | $54,403,000 | +0.2% | 819,442 | +0.3% | 0.01% | 0.0% |
| Q1 2016 | $54,296,000 | +1702.7% | 817,231 | +1660.1% | 0.01% | – |
| Q4 2015 | $3,012,000 | +60.6% | 46,432 | +54.4% | 0.00% | – |
| Q3 2015 | $1,876,000 | – | 30,076 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 794,211 | $52,084,000 | 20.67% |
| Burt Wealth Advisors | 543,101 | $39,179,000 | 11.75% |
| Prism Advisors, Inc. | 286,940 | $20,700,000 | 6.93% |
| Ballew Advisors, Inc | 120,480 | $8,595,000 | 6.56% |
| Personal Wealth Partners | 208,244 | $15,023,000 | 6.56% |
| AGILIS PARTNERS LLC | 177,902 | $12,834,000 | 6.42% |
| VAUGHAN & Co SECURITIES, INC. | 119,500 | $8,621,000 | 5.96% |
| Wharton Business Group, LLC | 1,313,872 | $94,783,000 | 5.75% |
| Forum Private Client Group LLC | 100,720 | $7,266,000 | 5.64% |
| JANICZEK WEALTH MANAGEMENT, LLC | 226,576 | $16,345,000 | 4.51% |