ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 59 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $928,000 | -10.3% | 14,593 | -8.2% | 0.01% | -14.3% |
| Q2 2017 | $1,035,000 | -1.8% | 15,900 | -4.8% | 0.01% | 0.0% |
| Q1 2017 | $1,054,000 | -2.4% | 16,696 | -4.1% | 0.01% | -12.5% |
| Q4 2016 | $1,080,000 | -15.0% | 17,416 | -10.2% | 0.01% | -20.0% |
| Q3 2016 | $1,271,000 | +1.8% | 19,399 | +4.9% | 0.01% | -9.1% |
| Q2 2016 | $1,248,000 | +12.8% | 18,489 | +10.3% | 0.01% | +10.0% |
| Q1 2016 | $1,106,000 | +25.7% | 16,764 | +20.8% | 0.01% | +25.0% |
| Q4 2015 | $880,000 | +27.4% | 13,874 | +19.1% | 0.01% | +14.3% |
| Q3 2015 | $691,000 | +63.0% | 11,653 | +54.0% | 0.01% | +75.0% |
| Q2 2015 | $424,000 | -1.2% | 7,566 | +9.7% | 0.00% | 0.0% |
| Q1 2015 | $429,000 | +29.6% | 6,897 | +22.7% | 0.00% | 0.0% |
| Q4 2014 | $331,000 | -22.7% | 5,622 | -32.9% | 0.00% | -20.0% |
| Q3 2014 | $428,000 | -15.9% | 8,374 | -12.3% | 0.01% | -16.7% |
| Q2 2014 | $509,000 | +10.9% | 9,546 | +4.0% | 0.01% | 0.0% |
| Q1 2014 | $459,000 | +5.8% | 9,175 | -4.6% | 0.01% | 0.0% |
| Q4 2013 | $434,000 | +24.0% | 9,614 | +31.6% | 0.01% | 0.0% |
| Q3 2013 | $350,000 | -10.3% | 7,304 | -4.1% | 0.01% | -14.3% |
| Q2 2013 | $390,000 | – | 7,617 | – | 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% |