ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 68 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 2.21 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $224,000 | -2.6% | 2,340 | 0.0% | 0.03% | +3.4% |
Q4 2021 | $230,000 | +15.0% | 2,340 | 0.0% | 0.03% | +7.4% |
Q3 2021 | $200,000 | -16.7% | 2,340 | -27.8% | 0.03% | -20.6% |
Q1 2021 | $240,000 | +9.1% | 3,242 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $220,000 | +4.8% | 3,242 | -7.6% | 0.03% | -19.0% |
Q2 2020 | $210,000 | -20.5% | 3,508 | 0.0% | 0.04% | -17.6% |
Q4 2019 | $264,000 | -5.4% | 3,508 | 0.0% | 0.05% | -13.6% |
Q3 2019 | $279,000 | +9.0% | 3,508 | 0.0% | 0.06% | +9.3% |
Q2 2019 | $256,000 | +3.2% | 3,508 | 0.0% | 0.05% | -1.8% |
Q1 2019 | $248,000 | +13.2% | 3,508 | 0.0% | 0.06% | +3.8% |
Q4 2018 | $219,000 | -0.9% | 3,508 | 0.0% | 0.05% | +12.8% |
Q3 2018 | $221,000 | 0.0% | 3,508 | 0.0% | 0.05% | -4.1% |
Q2 2018 | $221,000 | +9.4% | 3,508 | 0.0% | 0.05% | +8.9% |
Q1 2018 | $202,000 | -7.3% | 3,508 | 0.0% | 0.04% | -4.3% |
Q4 2017 | $218,000 | -2.2% | 3,508 | 0.0% | 0.05% | -6.0% |
Q3 2017 | $223,000 | -2.2% | 3,508 | 0.0% | 0.05% | -5.7% |
Q2 2017 | $228,000 | +2.7% | 3,508 | 0.0% | 0.05% | -3.6% |
Q1 2017 | $222,000 | +1.8% | 3,508 | 0.0% | 0.06% | -6.8% |
Q4 2016 | $218,000 | -5.2% | 3,508 | 0.0% | 0.06% | 0.0% |
Q3 2016 | $230,000 | -3.0% | 3,508 | 0.0% | 0.06% | -4.8% |
Q2 2016 | $237,000 | +2.6% | 3,508 | 0.0% | 0.06% | -3.1% |
Q1 2016 | $231,000 | -6.5% | 3,508 | -9.8% | 0.06% | +1.6% |
Q4 2015 | $247,000 | +6.9% | 3,890 | 0.0% | 0.06% | -1.6% |
Q3 2015 | $231,000 | +6.0% | 3,890 | 0.0% | 0.06% | +20.8% |
Q2 2015 | $218,000 | -11.0% | 3,890 | -1.5% | 0.05% | -11.7% |
Q1 2015 | $245,000 | +5.2% | 3,948 | 0.0% | 0.06% | +5.3% |
Q4 2014 | $233,000 | +15.3% | 3,948 | 0.0% | 0.06% | +9.6% |
Q3 2014 | $202,000 | -4.3% | 3,948 | 0.0% | 0.05% | -1.9% |
Q2 2014 | $211,000 | -34.5% | 3,948 | -41.2% | 0.05% | -44.8% |
Q3 2013 | $322,000 | -93.2% | 6,716 | -92.7% | 0.10% | -94.1% |
Q2 2013 | $4,728,000 | – | 92,374 | – | 1.63% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Franklin, Parlapiano, Turner & Welch, LLC | 479,582 | $36,923,340 | 10.24% |
Ascension Capital Advisors, Inc. | 75,424 | $5,806,947 | 3.08% |
Cornerstone Planning Group LLC | 129,319 | $10,323,303 | 2.96% |
Kure Advisory, LLC | 35,094 | $2,701,933 | 2.22% |
Plan Group Financial, LLC | 47,067 | $3,623,684 | 2.22% |
CASTLE WEALTH MANAGEMENT LLC | 50,307 | $3,873,154 | 1.86% |
Fonville Wealth Management LLC | 40,960 | $3,153,556 | 1.25% |
PACIFIC SUN FINANCIAL CORP | 25,297 | $1,947,634 | 1.15% |
AXXCESS WEALTH MANAGEMENT, LLC | 469,295 | $36,131,335 | 0.96% |
Sovereign Financial Group, Inc. | 39,517 | $3,042,444 | 0.76% |