ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 63 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $472,000 | -11.1% | 7,616 | -6.1% | 0.02% | -13.0% |
Q3 2016 | $531,000 | +23.8% | 8,107 | +27.6% | 0.02% | +27.8% |
Q2 2016 | $429,000 | +9.2% | 6,353 | +6.8% | 0.02% | +20.0% |
Q1 2016 | $393,000 | +63.1% | 5,950 | +56.6% | 0.02% | +87.5% |
Q4 2015 | $241,000 | +7.1% | 3,800 | 0.0% | 0.01% | +33.3% |
Q3 2015 | $225,000 | +5.6% | 3,800 | 0.0% | 0.01% | +20.0% |
Q2 2015 | $213,000 | – | 3,800 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Franklin, Parlapiano, Turner & Welch, LLC | 353,506 | $30,250,000 | 9.50% |
Portfolio Strategies, Inc. | 335,467 | $28,702,000 | 5.75% |
Ascension Capital Advisors, Inc. | 70,341 | $6,019,000 | 3.93% |
INTERACTIVE FINANCIAL ADVISORS, INC. | 48,940 | $4,188,000 | 1.83% |
Clearwater Capital Advisors, LLC | 178,477 | $15,272,000 | 1.77% |
Capital Asset Advisory Services LLC | 182,714 | $15,635,000 | 1.74% |
PACIFIC SUN FINANCIAL CORP | 30,773 | $2,633,000 | 1.51% |
Aveo Capital Partners, LLC | 46,046 | $3,940,000 | 0.82% |
ASSETMARK, INC | 1,771,270 | $151,568,000 | 0.68% |
Evolution Wealth Advisors, LLC | 35,470 | $3,035,000 | 0.65% |