ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 70 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 5.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $992,000 | +91.5% | 15,769 | +91.9% | 0.14% | -10.8% |
| Q2 2018 | $518,000 | +138.7% | 8,217 | +140.5% | 0.16% | +122.5% |
| Q3 2017 | $217,000 | -6.1% | 3,417 | -2.3% | 0.07% | -52.3% |
| Q1 2016 | $231,000 | +4.1% | 3,497 | 0.0% | 0.15% | -3.9% |
| Q4 2015 | $222,000 | -99.9% | 3,497 | -51.2% | 0.16% | +22.0% |
| Q2 2015 | $200,865,000 | +70132.5% | 7,164 | +55.8% | 0.13% | -31.4% |
| Q1 2015 | $286,000 | -55.9% | 4,598 | -58.2% | 0.18% | -49.6% |
| Q4 2014 | $648,000 | – | 11,003 | – | 0.37% | – |
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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% |