ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 51 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $1,107,000 | +1.1% | 17,858 | +6.9% | 0.04% | -5.3% |
Q3 2016 | $1,095,000 | +2.8% | 16,713 | +5.9% | 0.04% | 0.0% |
Q2 2016 | $1,065,000 | +56.4% | 15,783 | +53.0% | 0.04% | +31.0% |
Q1 2016 | $681,000 | +63.3% | 10,316 | +56.9% | 0.03% | +52.6% |
Q4 2015 | $417,000 | +441.6% | 6,576 | +407.0% | 0.02% | +216.7% |
Q3 2015 | $77,000 | +5.5% | 1,297 | -0.4% | 0.01% | +20.0% |
Q2 2015 | $73,000 | -17.0% | 1,302 | -8.2% | 0.01% | -16.7% |
Q1 2015 | $88,000 | +22.2% | 1,419 | +15.9% | 0.01% | -25.0% |
Q4 2014 | $72,000 | -8.9% | 1,224 | -20.6% | 0.01% | -20.0% |
Q3 2014 | $79,000 | -12.2% | 1,542 | -8.8% | 0.01% | -16.7% |
Q2 2014 | $90,000 | -47.1% | 1,690 | -50.2% | 0.01% | 0.0% |
Q1 2014 | $170,000 | +97.7% | 3,392 | +78.6% | 0.01% | -7.7% |
Q4 2013 | $86,000 | -18.1% | 1,899 | -13.3% | 0.01% | -27.8% |
Q3 2013 | $105,000 | -50.2% | 2,190 | -47.0% | 0.02% | -57.1% |
Q2 2013 | $211,000 | – | 4,132 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Franklin, Parlapiano, Turner & Welch, LLC | 479,582 | $36,923,340 | 10.24% |
Ascension Capital Advisors, Inc. | 75,424 | $5,806,947 | 3.08% |
Cornerstone Planning Group LLC | 129,319 | $10,323,303 | 2.96% |
Kure Advisory, LLC | 35,094 | $2,701,933 | 2.22% |
Plan Group Financial, LLC | 47,067 | $3,623,684 | 2.22% |
CASTLE WEALTH MANAGEMENT LLC | 50,307 | $3,873,154 | 1.86% |
Fonville Wealth Management LLC | 40,960 | $3,153,556 | 1.25% |
PACIFIC SUN FINANCIAL CORP | 25,297 | $1,947,634 | 1.15% |
AXXCESS WEALTH MANAGEMENT, LLC | 469,295 | $36,131,335 | 0.96% |
Sovereign Financial Group, Inc. | 39,517 | $3,042,444 | 0.76% |