ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 54 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2015 | $2,126,000 | +21.0% | 35,857 | +14.4% | 1.96% | +22.1% |
Q2 2015 | $1,757,000 | -9.9% | 31,357 | 0.0% | 1.60% | +1.8% |
Q1 2015 | $1,949,000 | +5.2% | 31,357 | -0.3% | 1.58% | +10.6% |
Q4 2014 | $1,853,000 | +12.6% | 31,457 | -2.2% | 1.42% | +3.9% |
Q3 2014 | $1,645,000 | -6.9% | 32,165 | -2.9% | 1.37% | -6.5% |
Q2 2014 | $1,766,000 | +2.7% | 33,120 | -3.6% | 1.47% | +5.5% |
Q1 2014 | $1,720,000 | -16.2% | 34,366 | -24.5% | 1.39% | -19.7% |
Q4 2013 | $2,052,000 | +31.5% | 45,489 | +39.8% | 1.73% | +12.4% |
Q3 2013 | $1,560,000 | -17.0% | 32,530 | -11.4% | 1.54% | -16.8% |
Q2 2013 | $1,879,000 | – | 36,704 | – | 1.85% | – |
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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% |