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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,557,000 | -10.8% | 47,206 | -6.0% | 1.18% | -19.9% |
| Q3 2019 | $3,989,000 | +7.3% | 50,199 | -1.6% | 1.47% | +6.7% |
| Q2 2019 | $3,719,000 | -1.1% | 51,003 | -4.1% | 1.38% | -8.8% |
| Q1 2019 | $3,761,000 | +13.6% | 53,196 | +8.4% | 1.51% | -13.3% |
| Q2 2016 | $3,311,000 | -0.2% | 49,060 | -2.4% | 1.74% | +1.5% |
| Q1 2016 | $3,317,000 | – | 50,261 | – | 1.72% | – |
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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% |