ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 69 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 4.65 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $333,000 | +1.8% | 5,280 | 0.0% | 0.12% | -4.1% |
| Q4 2016 | $327,000 | -20.4% | 5,280 | -15.9% | 0.12% | -25.3% |
| Q3 2016 | $411,000 | -4.4% | 6,275 | -1.6% | 0.16% | -10.5% |
| Q2 2016 | $430,000 | +2.9% | 6,375 | +0.7% | 0.18% | -1.1% |
| Q1 2016 | $418,000 | +4.0% | 6,330 | 0.0% | 0.18% | +1.1% |
| Q4 2015 | $402,000 | +7.2% | 6,330 | 0.0% | 0.18% | -3.7% |
| Q3 2015 | $375,000 | -8.1% | 6,330 | -13.0% | 0.19% | -2.6% |
| Q2 2015 | $408,000 | -15.7% | 7,280 | -6.4% | 0.19% | -17.2% |
| Q1 2015 | $484,000 | +5.7% | 7,780 | 0.0% | 0.23% | -1.7% |
| Q4 2014 | $458,000 | +25.5% | 7,780 | +9.1% | 0.24% | +8.2% |
| Q3 2014 | $365,000 | +12.7% | 7,130 | +17.3% | 0.22% | +7.4% |
| Q2 2014 | $324,000 | -17.8% | 6,080 | -22.8% | 0.20% | -22.1% |
| Q1 2014 | $394,000 | +11.0% | 7,880 | 0.0% | 0.26% | +13.9% |
| Q4 2013 | $355,000 | -61.5% | 7,880 | -59.0% | 0.23% | -65.7% |
| Q3 2013 | $923,000 | -10.4% | 19,237 | -4.4% | 0.67% | -7.6% |
| Q2 2013 | $1,030,000 | – | 20,131 | – | 0.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 251,986 | $15,626,000 | 7.76% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 43,451 | $2,694,000 | 1.36% |
| Courage Miller Partners, LLC | 23,274 | $1,443,000 | 1.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 68,861 | $4,270,000 | 0.70% |
| Migdal Insurance & Financial Holdings Ltd. | 325,775 | $20,201,000 | 0.51% |
| Snowden Capital Advisors LLC | 31,437 | $1,949,408 | 0.49% |
| Financial Architects, Inc | 23,420 | $1,452,000 | 0.34% |
| BOK Financial Private Wealth, Inc. | 18,764 | $1,164,000 | 0.18% |
| Boltwood Capital Management | 3,600 | $223,000 | 0.17% |
| Nadler Financial Group, Inc. | 5,280 | $327,000 | 0.12% |