ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 64 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,321,000 | -14.1% | 21,183 | -13.4% | 0.01% | +9.1% |
| Q3 2018 | $1,538,000 | +119.7% | 24,463 | +136.0% | 0.01% | +120.0% |
| Q2 2016 | $700,000 | +72.4% | 10,367 | +68.3% | 0.01% | +66.7% |
| Q1 2016 | $406,000 | +222.2% | 6,160 | +211.0% | 0.00% | +200.0% |
| Q4 2015 | $126,000 | -61.2% | 1,981 | -63.9% | 0.00% | -50.0% |
| Q3 2015 | $325,000 | -46.4% | 5,481 | -49.3% | 0.00% | -50.0% |
| Q2 2015 | $606,000 | -74.6% | 10,811 | -71.8% | 0.00% | -71.4% |
| Q1 2015 | $2,386,000 | +74.4% | 38,396 | +65.4% | 0.01% | +100.0% |
| Q4 2014 | $1,368,000 | +18.9% | 23,219 | +3.1% | 0.01% | 0.0% |
| Q3 2014 | $1,151,000 | +230.7% | 22,519 | +245.4% | 0.01% | +250.0% |
| Q2 2014 | $348,000 | – | 6,519 | – | 0.00% | – |
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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% |