ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 51 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $569,000 | +39.5% | 9,179 | +47.3% | 0.01% | +40.0% |
| Q3 2016 | $408,000 | -17.1% | 6,233 | -14.4% | 0.01% | 0.0% |
| Q2 2016 | $492,000 | +0.8% | 7,282 | -1.6% | 0.01% | -28.6% |
| Q1 2016 | $488,000 | -25.3% | 7,400 | -28.1% | 0.01% | +27.3% |
| Q4 2015 | $653,000 | +1.1% | 10,285 | -5.6% | 0.01% | 0.0% |
| Q3 2015 | $646,000 | +29.7% | 10,900 | +22.7% | 0.01% | +22.2% |
| Q2 2015 | $498,000 | +18.0% | 8,887 | +31.0% | 0.01% | 0.0% |
| Q1 2015 | $422,000 | -36.9% | 6,784 | -48.1% | 0.01% | -30.8% |
| Q3 2014 | $669,000 | +177.6% | 13,074 | +171.9% | 0.01% | +333.3% |
| Q1 2014 | $241,000 | -53.2% | 4,808 | -57.8% | 0.00% | -50.0% |
| Q4 2013 | $515,000 | – | 11,406 | – | 0.01% | – |
Download | ||||||
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% |