ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 86 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $62,000 | -1.6% | 994 | 0.0% | 0.03% | -33.3% |
| Q3 2018 | $63,000 | 0.0% | 994 | 0.0% | 0.04% | +31.2% |
| Q2 2018 | $63,000 | +10.5% | 994 | 0.0% | 0.03% | +3.2% |
| Q1 2018 | $57,000 | -5.0% | 994 | 0.0% | 0.03% | -20.5% |
| Q4 2017 | $60,000 | -4.8% | 994 | 0.0% | 0.04% | -2.5% |
| Q3 2017 | $63,000 | 0.0% | 994 | 0.0% | 0.04% | -7.0% |
| Q2 2017 | $63,000 | 0.0% | 994 | 0.0% | 0.04% | -8.5% |
| Q1 2017 | $63,000 | -6.0% | 994 | -8.8% | 0.05% | -37.3% |
| Q4 2016 | $67,000 | -2.9% | 1,090 | 0.0% | 0.08% | +21.0% |
| Q3 2016 | $69,000 | -8.0% | 1,090 | 0.0% | 0.06% | -10.1% |
| Q2 2016 | $75,000 | +4.2% | 1,090 | 0.0% | 0.07% | -5.5% |
| Q1 2016 | $72,000 | +5.9% | 1,090 | 0.0% | 0.07% | +12.3% |
| Q3 2015 | $68,000 | +3.0% | 1,090 | 0.0% | 0.06% | +20.4% |
| Q2 2015 | $66,000 | -9.6% | 1,090 | -9.2% | 0.05% | -19.4% |
| Q4 2014 | $73,000 | – | 1,200 | – | 0.07% | – |
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% |