ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 75 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $221,000 | -3.9% | 2,926 | +0.9% | 0.01% | -12.5% |
| Q3 2019 | $230,000 | 0.0% | 2,899 | -8.3% | 0.01% | 0.0% |
| Q2 2019 | $230,000 | +4.1% | 3,160 | +1.2% | 0.01% | 0.0% |
| Q1 2019 | $221,000 | +20.8% | 3,124 | +5.0% | 0.01% | +14.3% |
| Q4 2017 | $183,000 | -15.3% | 2,975 | -10.4% | 0.01% | -30.0% |
| Q2 2017 | $216,000 | +1.9% | 3,319 | -3.0% | 0.01% | -9.1% |
| Q4 2016 | $212,000 | -6.6% | 3,420 | -1.3% | 0.01% | -8.3% |
| Q3 2016 | $227,000 | -3.0% | 3,465 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $234,000 | +2.2% | 3,465 | -0.7% | 0.01% | 0.0% |
| Q1 2016 | $229,000 | -13.6% | 3,489 | -16.2% | 0.01% | -7.1% |
| Q4 2015 | $265,000 | -2.9% | 4,164 | -9.5% | 0.01% | -6.7% |
| Q3 2015 | $273,000 | -0.4% | 4,602 | -7.1% | 0.02% | +25.0% |
| Q2 2015 | $274,000 | -29.7% | 4,953 | -21.8% | 0.01% | -53.8% |
| Q1 2015 | $390,000 | +11.7% | 6,331 | +7.3% | 0.03% | +4.0% |
| Q4 2014 | $349,000 | – | 5,901 | – | 0.02% | – |
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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% |