ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 62 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.60 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 428,938 | $28,288,441 | 8.78% |
| Ascension Capital Advisors, Inc. | 72,254 | $4,765,151 | 2.74% |
| Plan Group Financial, LLC | 49,627 | $3,272,929 | 2.36% |
| Cornerstone Planning Group LLC | 88,375 | $5,828,333 | 2.22% |
| CASTLE WEALTH MANAGEMENT LLC | 46,346 | $3,086,429 | 2.20% |
| Capital Asset Advisory Services LLC | 451,562 | $30,489,453 | 2.09% |
| Kure Advisory, LLC | 27,323 | $1,801,949 | 1.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 443,310 | $29,236,288 | 1.00% |
| H&H Retirement Design & Management INC | 20,036 | $1,330,473 | 0.92% |
| Procyon Advisors, LLC | 120,736 | $7,962,539 | 0.82% |