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 2015 | $1,145,000 | +402.2% | 18,045 | +368.6% | 0.00% | – |
| Q3 2015 | $228,000 | +6.0% | 3,851 | +0.4% | 0.00% | – |
| Q2 2015 | $215,000 | -18.3% | 3,835 | -25.4% | 0.00% | – |
| Q3 2014 | $263,000 | -3.7% | 5,142 | +0.5% | 0.00% | – |
| Q2 2014 | $273,000 | +10.5% | 5,117 | +3.8% | 0.00% | – |
| Q1 2014 | $247,000 | +19.9% | 4,930 | +8.1% | 0.00% | – |
| Q4 2013 | $206,000 | -5.9% | 4,561 | -0.3% | 0.00% | – |
| Q3 2013 | $219,000 | -83.6% | 4,573 | -82.5% | 0.00% | -100.0% |
| Q2 2013 | $1,335,000 | -29.6% | 26,075 | -29.0% | 0.00% | -50.0% |
| Q1 2013 | $1,895,000 | – | 36,735 | – | 0.00% | – |
Download | ||||||
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% |