ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,694,915 | -10.0% | 25,700 | 0.0% | 0.06% | -7.4% |
| Q2 2023 | $1,883,039 | +3.8% | 25,700 | 0.0% | 0.07% | -4.2% |
| Q1 2023 | $1,814,934 | +3.3% | 25,700 | -0.0% | 0.07% | 0.0% |
| Q4 2022 | $1,756,748 | -4.8% | 25,706 | +0.0% | 0.07% | -11.2% |
| Q3 2022 | $1,846,000 | -10.2% | 25,700 | 0.0% | 0.08% | -10.1% |
| Q2 2022 | $2,056,000 | -16.6% | 25,700 | 0.0% | 0.09% | -5.3% |
| Q1 2022 | $2,465,000 | -2.4% | 25,700 | 0.0% | 0.09% | +2.2% |
| Q4 2021 | $2,525,000 | +14.8% | 25,700 | 0.0% | 0.09% | +2.2% |
| Q3 2021 | $2,199,000 | +2.7% | 25,700 | 0.0% | 0.09% | +3.4% |
| Q2 2021 | $2,142,000 | +12.6% | 25,700 | 0.0% | 0.09% | +3.6% |
| Q1 2021 | $1,902,000 | +9.1% | 25,700 | 0.0% | 0.08% | +6.3% |
| Q4 2020 | $1,744,000 | +11.3% | 25,700 | 0.0% | 0.08% | +3.9% |
| Q3 2020 | $1,567,000 | +1.5% | 25,700 | 0.0% | 0.08% | -8.4% |
| Q2 2020 | $1,544,000 | +8.8% | 25,700 | 0.0% | 0.08% | -8.8% |
| Q1 2020 | $1,419,000 | – | 25,700 | – | 0.09% | – |
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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% |