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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $216,000 | -16.6% | 2,705 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $259,000 | -28.7% | 2,705 | -27.0% | 0.03% | -23.1% |
Q4 2021 | $363,000 | +13.8% | 3,705 | -0.7% | 0.04% | +5.4% |
Q3 2021 | $319,000 | 0.0% | 3,730 | -2.6% | 0.04% | +2.8% |
Q2 2021 | $319,000 | +12.7% | 3,830 | 0.0% | 0.04% | 0.0% |
Q1 2021 | $283,000 | +9.3% | 3,830 | 0.0% | 0.04% | +2.9% |
Q4 2020 | $259,000 | +7.0% | 3,830 | -3.8% | 0.04% | 0.0% |
Q3 2020 | $242,000 | -14.8% | 3,980 | -15.9% | 0.04% | -22.2% |
Q2 2020 | $284,000 | +3.6% | 4,730 | -5.0% | 0.04% | -13.5% |
Q1 2020 | $274,000 | -30.5% | 4,980 | -4.8% | 0.05% | -7.1% |
Q4 2019 | $394,000 | -10.3% | 5,230 | -5.4% | 0.06% | -15.2% |
Q3 2019 | $439,000 | +8.9% | 5,530 | 0.0% | 0.07% | +10.0% |
Q2 2019 | $403,000 | -1.9% | 5,530 | -5.0% | 0.06% | -4.8% |
Q1 2019 | $411,000 | +12.6% | 5,821 | -0.8% | 0.06% | +3.3% |
Q4 2018 | $365,000 | -1.1% | 5,870 | 0.0% | 0.06% | +19.6% |
Q3 2018 | $369,000 | -0.3% | 5,870 | -0.2% | 0.05% | -3.8% |
Q2 2018 | $370,000 | +3.9% | 5,881 | -4.9% | 0.05% | +6.0% |
Q1 2018 | $356,000 | -9.6% | 6,181 | -2.4% | 0.05% | -7.4% |
Q4 2017 | $394,000 | -11.1% | 6,331 | -9.3% | 0.05% | -14.3% |
Q3 2017 | $443,000 | -3.3% | 6,980 | -1.0% | 0.06% | -7.4% |
Q2 2017 | $458,000 | 0.0% | 7,051 | -2.8% | 0.07% | 0.0% |
Q1 2017 | $458,000 | -4.0% | 7,257 | -5.8% | 0.07% | -9.3% |
Q4 2016 | $477,000 | -13.7% | 7,705 | -8.8% | 0.08% | -12.8% |
Q3 2016 | $553,000 | -4.2% | 8,451 | -1.2% | 0.09% | -3.4% |
Q2 2016 | $577,000 | -8.8% | 8,550 | -10.9% | 0.09% | -10.1% |
Q1 2016 | $633,000 | +63.6% | 9,598 | +57.2% | 0.10% | +67.8% |
Q4 2015 | $387,000 | +39.7% | 6,106 | +30.6% | 0.06% | +28.3% |
Q3 2015 | $277,000 | +6.1% | 4,674 | 0.0% | 0.05% | +17.9% |
Q2 2015 | $261,000 | -10.0% | 4,674 | +0.0% | 0.04% | -9.3% |
Q1 2015 | $290,000 | -5.5% | 4,673 | -10.5% | 0.04% | -8.5% |
Q4 2014 | $307,000 | +15.4% | 5,222 | +0.0% | 0.05% | +14.6% |
Q3 2014 | $266,000 | -4.3% | 5,221 | +0.0% | 0.04% | -6.8% |
Q2 2014 | $278,000 | +6.5% | 5,220 | +0.0% | 0.04% | 0.0% |
Q1 2014 | $261,000 | +11.1% | 5,219 | +0.0% | 0.04% | +7.3% |
Q4 2013 | $235,000 | -6.0% | 5,218 | +0.0% | 0.04% | -12.8% |
Q3 2013 | $250,000 | -6.0% | 5,216 | +0.0% | 0.05% | -13.0% |
Q2 2013 | $266,000 | – | 5,214 | – | 0.05% | – |
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% |