ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 102 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,914,000 | -40.0% | 26,001 | -35.2% | 0.01% | -45.5% |
| Q3 2019 | $3,190,000 | +26.5% | 40,139 | +16.0% | 0.02% | +22.2% |
| Q2 2019 | $2,522,000 | -7.6% | 34,601 | -10.3% | 0.02% | -14.3% |
| Q1 2019 | $2,728,000 | +149.8% | 38,575 | +120.3% | 0.02% | +110.0% |
| Q4 2018 | $1,092,000 | -3.7% | 17,508 | -3.0% | 0.01% | +11.1% |
| Q3 2018 | $1,134,000 | +0.2% | 18,046 | -8.1% | 0.01% | -18.2% |
| Q2 2018 | $1,132,000 | 0.0% | 19,647 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,132,000 | -17.2% | 19,647 | -10.5% | 0.01% | -15.4% |
| Q4 2017 | $1,367,000 | +14.3% | 21,951 | +16.7% | 0.01% | 0.0% |
| Q3 2017 | $1,196,000 | +7.8% | 18,813 | +10.4% | 0.01% | 0.0% |
| Q2 2017 | $1,109,000 | +228.1% | 17,043 | +218.3% | 0.01% | +225.0% |
| Q1 2017 | $338,000 | -21.2% | 5,354 | -22.7% | 0.00% | -33.3% |
| Q4 2016 | $429,000 | -24.1% | 6,924 | -19.6% | 0.01% | -25.0% |
| Q3 2016 | $565,000 | -2.8% | 8,614 | 0.0% | 0.01% | -11.1% |
| Q2 2016 | $581,000 | +7.2% | 8,614 | +4.9% | 0.01% | -10.0% |
| Q1 2016 | $542,000 | +19.1% | 8,213 | +14.4% | 0.01% | +25.0% |
| Q4 2015 | $455,000 | +4.8% | 7,179 | -1.9% | 0.01% | -11.1% |
| Q3 2015 | $434,000 | +4.6% | 7,315 | -1.3% | 0.01% | +12.5% |
| Q2 2015 | $415,000 | -24.8% | 7,415 | -16.5% | 0.01% | -27.3% |
| Q1 2015 | $552,000 | +2.8% | 8,882 | -2.6% | 0.01% | -8.3% |
| Q4 2014 | $537,000 | +309.9% | 9,120 | +254.9% | 0.01% | +200.0% |
| Q3 2014 | $131,000 | +9.2% | 2,570 | +14.3% | 0.00% | +33.3% |
| Q2 2014 | $120,000 | +34.8% | 2,248 | +26.0% | 0.00% | 0.0% |
| Q1 2014 | $89,000 | +78.0% | 1,784 | +60.0% | 0.00% | +50.0% |
| Q4 2013 | $50,000 | -3.8% | 1,115 | +3.0% | 0.00% | 0.0% |
| Q3 2013 | $52,000 | +13.0% | 1,083 | +20.2% | 0.00% | 0.0% |
| Q2 2013 | $46,000 | – | 901 | – | 0.00% | – |
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% |