ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 75 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $23,000 | +4.5% | 374 | 0.0% | 0.01% | -14.3% |
Q2 2020 | $22,000 | -87.6% | 374 | -88.3% | 0.01% | -90.4% |
Q1 2020 | $177,000 | -26.6% | 3,203 | 0.0% | 0.07% | -7.6% |
Q4 2019 | $241,000 | -5.5% | 3,203 | 0.0% | 0.08% | -7.1% |
Q3 2019 | $255,000 | +9.0% | 3,203 | 0.0% | 0.08% | +7.6% |
Q2 2019 | $234,000 | +3.5% | 3,203 | 0.0% | 0.08% | +3.9% |
Q1 2019 | $226,000 | +9.2% | 3,203 | -3.6% | 0.08% | -5.0% |
Q4 2018 | $207,000 | -1.0% | 3,321 | 0.0% | 0.08% | +21.2% |
Q3 2018 | $209,000 | 0.0% | 3,321 | 0.0% | 0.07% | -5.7% |
Q2 2018 | $209,000 | +1.0% | 3,321 | 0.0% | 0.07% | -9.1% |
Q4 2017 | $207,000 | -1.9% | 3,321 | 0.0% | 0.08% | -4.9% |
Q3 2017 | $211,000 | -2.3% | 3,321 | 0.0% | 0.08% | -10.0% |
Q2 2017 | $216,000 | -5.3% | 3,321 | -8.0% | 0.09% | -3.2% |
Q1 2017 | $228,000 | 0.0% | 3,611 | -1.9% | 0.09% | -5.1% |
Q4 2016 | $228,000 | -11.6% | 3,681 | -6.6% | 0.10% | -13.3% |
Q3 2016 | $258,000 | -9.5% | 3,942 | -6.8% | 0.11% | -8.9% |
Q2 2016 | $285,000 | +2.2% | 4,229 | 0.0% | 0.12% | 0.0% |
Q1 2016 | $279,000 | +4.1% | 4,229 | 0.0% | 0.12% | +13.8% |
Q4 2015 | $268,000 | +6.8% | 4,229 | 0.0% | 0.11% | -2.7% |
Q3 2015 | $251,000 | +2.9% | 4,229 | -2.7% | 0.11% | +13.1% |
Q2 2015 | $244,000 | -9.6% | 4,347 | 0.0% | 0.10% | -8.3% |
Q1 2015 | $270,000 | +5.5% | 4,347 | 0.0% | 0.11% | +4.9% |
Q4 2014 | $256,000 | +15.3% | 4,347 | 0.0% | 0.10% | +9.6% |
Q3 2014 | $222,000 | -11.6% | 4,347 | -7.6% | 0.09% | -7.8% |
Q2 2014 | $251,000 | +8.2% | 4,707 | +1.6% | 0.10% | +5.2% |
Q1 2014 | $232,000 | -27.0% | 4,635 | -34.2% | 0.10% | -27.1% |
Q4 2013 | $318,000 | -5.9% | 7,049 | 0.0% | 0.13% | -13.6% |
Q3 2013 | $338,000 | +49.6% | 7,049 | +59.9% | 0.15% | +40.0% |
Q2 2013 | $226,000 | – | 4,408 | – | 0.11% | – |
Download |
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% |