ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.85 and the average weighting 0.2%.
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% | – |
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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% |