ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 48 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $335,000 | +21.8% | 6,549 | +27.2% | 0.05% | +20.5% |
| Q2 2014 | $275,000 | +6.6% | 5,149 | 0.0% | 0.04% | -4.9% |
| Q1 2014 | $258,000 | -4.4% | 5,149 | -14.1% | 0.04% | -10.9% |
| Q4 2013 | $270,000 | -52.4% | 5,994 | -49.3% | 0.05% | -66.7% |
| Q3 2013 | $567,000 | +1.8% | 11,819 | +8.5% | 0.14% | -11.5% |
| Q2 2013 | $557,000 | – | 10,890 | – | 0.16% | – |
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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% |