ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 57 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $237,000 | +17.3% | 3,738 | +13.4% | 0.02% | +12.5% |
| Q4 2016 | $202,000 | -48.7% | 3,296 | -43.3% | 0.02% | -46.7% |
| Q2 2016 | $394,000 | +4.0% | 5,812 | +1.8% | 0.03% | -9.1% |
| Q1 2016 | $379,000 | -20.0% | 5,711 | -28.1% | 0.03% | -15.4% |
| Q4 2015 | $474,000 | +111.6% | 7,942 | +114.0% | 0.04% | +85.7% |
| Q3 2015 | $224,000 | -99.6% | 3,711 | +290.6% | 0.02% | +425.0% |
| Q4 2014 | $58,962,000 | – | 950 | – | 0.00% | – |
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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% |