ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 55 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $413,000 | +3.0% | 6,573 | +3.3% | 0.00% | – |
| Q2 2018 | $401,000 | +0.2% | 6,366 | -8.4% | 0.00% | – |
| Q1 2018 | $400,000 | -7.6% | 6,946 | -0.2% | 0.00% | – |
| Q4 2017 | $433,000 | +0.2% | 6,962 | +2.5% | 0.00% | -100.0% |
| Q3 2017 | $432,000 | +5.1% | 6,790 | +7.5% | 0.00% | 0.0% |
| Q2 2017 | $411,000 | +16.8% | 6,316 | +13.3% | 0.00% | – |
| Q1 2017 | $352,000 | -3.8% | 5,576 | -5.4% | 0.00% | -100.0% |
| Q4 2016 | $366,000 | -2.1% | 5,897 | +3.2% | 0.00% | 0.0% |
| Q3 2016 | $374,000 | -2.1% | 5,713 | +0.9% | 0.00% | 0.0% |
| Q2 2016 | $382,000 | +6.1% | 5,660 | +3.1% | 0.00% | – |
| Q1 2016 | $360,000 | -13.9% | 5,490 | -16.7% | 0.00% | – |
| Q4 2015 | $418,000 | -3.0% | 6,588 | -9.3% | 0.00% | – |
| Q3 2015 | $431,000 | -6.9% | 7,263 | -12.0% | 0.00% | -100.0% |
| Q2 2015 | $463,000 | -16.1% | 8,257 | -7.1% | 0.00% | 0.0% |
| Q1 2015 | $552,000 | +43.8% | 8,889 | +36.3% | 0.00% | 0.0% |
| Q4 2014 | $384,000 | +3100.0% | 6,521 | +2798.2% | 0.00% | – |
| Q3 2014 | $12,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q2 2014 | $12,000 | +9.1% | 225 | 0.0% | 0.00% | – |
| Q1 2014 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | – | 225 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 322,556 | $19,382,000 | 8.01% |
| Ascension Capital Advisors, Inc. | 57,286 | $3,442,000 | 3.01% |
| PACIFIC SUN FINANCIAL CORP | 32,885 | $1,976,000 | 1.78% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 34,812 | $2,092,000 | 1.03% |
| Keeley-Teton Advisors, LLC | 69,342 | $4,167,000 | 0.66% |
| Courage Miller Partners, LLC | 16,937 | $1,017,000 | 0.55% |
| Continuum Advisory, LLC | 12,876 | $802,000 | 0.50% |
| Financial Insights, Inc. | 8,625 | $373,000 | 0.33% |
| Disciplined Investments, LLC | 6,908 | $415,000 | 0.32% |
| BEAM WEALTH ADVISORS, INC. | 4,387 | $268,000 | 0.27% |