ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 64 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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% |