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 ↓ |
|---|---|---|---|
| Claremont Financial Group, Inc. | 26,298 | $2,567,000 | 10.97% |
| Franklin, Parlapiano, Turner & Welch, LLC | 353,896 | $33,942,000 | 10.09% |
| Ascension Capital Advisors, Inc. | 74,482 | $7,144,000 | 5.76% |
| Bullseye Investment Management, LLC | 63,185 | $6,060,000 | 5.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 47,367 | $4,543,000 | 2.13% |
| Clearwater Capital Advisors, LLC | 173,922 | $16,681,000 | 1.91% |
| Capital Asset Advisory Services LLC | 163,679 | $15,698,000 | 1.67% |
| PACIFIC SUN FINANCIAL CORP | 31,077 | $2,981,000 | 1.63% |
| Ackerman Capital Advisors, LLC | 54,385 | $5,216,000 | 1.23% |
| Eagle Strategies LLC | 31,603 | $3,031,000 | 1.18% |