ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 62 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,220,000 | -3.0% | 19,566 | -2.2% | 0.02% | +9.5% |
| Q3 2018 | $1,258,000 | -7.8% | 20,002 | -7.6% | 0.02% | -12.5% |
| Q2 2018 | $1,365,000 | -41.8% | 21,645 | -46.8% | 0.02% | -44.2% |
| Q1 2018 | $2,347,000 | -31.0% | 40,703 | -25.5% | 0.04% | -30.6% |
| Q4 2017 | $3,399,000 | +1.5% | 54,613 | +3.7% | 0.06% | -3.1% |
| Q3 2017 | $3,350,000 | -54.7% | 52,676 | -53.7% | 0.06% | -57.3% |
| Q2 2017 | $7,402,000 | +179.1% | 113,755 | +170.9% | 0.15% | +154.2% |
| Q1 2017 | $2,652,000 | +14.8% | 41,996 | +12.7% | 0.06% | +5.4% |
| Q4 2016 | $2,310,000 | -58.3% | 37,255 | -55.9% | 0.06% | -61.4% |
| Q3 2016 | $5,538,000 | -58.1% | 84,527 | -56.8% | 0.14% | -60.1% |
| Q2 2016 | $13,214,000 | +123.2% | 195,756 | +118.1% | 0.36% | +105.1% |
| Q1 2016 | $5,921,000 | -10.3% | 89,746 | -13.8% | 0.18% | -18.1% |
| Q4 2015 | $6,603,000 | +7.2% | 104,068 | +0.2% | 0.22% | -4.0% |
| Q3 2015 | $6,157,000 | +6.9% | 103,846 | +1.0% | 0.22% | +7.1% |
| Q2 2015 | $5,760,000 | +4.6% | 102,815 | +16.0% | 0.21% | +1.0% |
| Q1 2015 | $5,508,000 | +3.2% | 88,632 | -2.1% | 0.21% | -4.1% |
| Q4 2014 | $5,335,000 | +28.3% | 90,566 | +11.4% | 0.22% | +17.3% |
| Q3 2014 | $4,157,000 | -18.2% | 81,293 | -14.7% | 0.18% | -20.3% |
| Q2 2014 | $5,081,000 | -37.1% | 95,267 | -41.0% | 0.23% | -43.3% |
| Q1 2014 | $8,084,000 | – | 161,526 | – | 0.41% | – |
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% |