ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 55 filers reported holding ISHARES TR in Q3 2014. 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% | – |
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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% |