Marquette Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 88 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Marquette Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$23,000
+4.5%
3740.0%0.01%
-14.3%
Q2 2020$22,000
-87.6%
374
-88.3%
0.01%
-90.4%
Q1 2020$177,000
-26.6%
3,2030.0%0.07%
-7.6%
Q4 2019$241,000
-5.5%
3,2030.0%0.08%
-7.1%
Q3 2019$255,000
+9.0%
3,2030.0%0.08%
+7.6%
Q2 2019$234,000
+3.5%
3,2030.0%0.08%
+3.9%
Q1 2019$226,000
+9.2%
3,203
-3.6%
0.08%
-5.0%
Q4 2018$207,000
-1.0%
3,3210.0%0.08%
+21.2%
Q3 2018$209,0000.0%3,3210.0%0.07%
-5.7%
Q2 2018$209,000
+1.0%
3,3210.0%0.07%
-9.1%
Q4 2017$207,000
-1.9%
3,3210.0%0.08%
-4.9%
Q3 2017$211,000
-2.3%
3,3210.0%0.08%
-10.0%
Q2 2017$216,000
-5.3%
3,321
-8.0%
0.09%
-3.2%
Q1 2017$228,0000.0%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%
4,2290.0%0.12%0.0%
Q1 2016$279,000
+4.1%
4,2290.0%0.12%
+13.8%
Q4 2015$268,000
+6.8%
4,2290.0%0.11%
-2.7%
Q3 2015$251,000
+2.9%
4,229
-2.7%
0.11%
+13.1%
Q2 2015$244,000
-9.6%
4,3470.0%0.10%
-8.3%
Q1 2015$270,000
+5.5%
4,3470.0%0.11%
+4.9%
Q4 2014$256,000
+15.3%
4,3470.0%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%
7,0490.0%0.13%
-13.6%
Q3 2013$338,000
+49.6%
7,049
+59.9%
0.15%
+40.0%
Q2 2013$226,0004,4080.11%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Claremont Financial Group, Inc. 26,298$2,567,00010.97%
Franklin, Parlapiano, Turner & Welch, LLC 353,896$33,942,00010.09%
Ascension Capital Advisors, Inc. 74,482$7,144,0005.76%
Bullseye Investment Management, LLC 63,185$6,060,0005.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 47,367$4,543,0002.13%
Clearwater Capital Advisors, LLC 173,922$16,681,0001.91%
Capital Asset Advisory Services LLC 163,679$15,698,0001.67%
PACIFIC SUN FINANCIAL CORP 31,077$2,981,0001.63%
Ackerman Capital Advisors, LLC 54,385$5,216,0001.23%
Eagle Strategies LLC 31,603$3,031,0001.18%
View complete list of ISHARES TR shareholders