ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 93 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $23,000 | +4.5% | 374 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $22,000 | -87.6% | 374 | -88.3% | 0.01% | -90.4% |
| Q1 2020 | $177,000 | -26.6% | 3,203 | 0.0% | 0.07% | -7.6% |
| Q4 2019 | $241,000 | -5.5% | 3,203 | 0.0% | 0.08% | -7.1% |
| Q3 2019 | $255,000 | +9.0% | 3,203 | 0.0% | 0.08% | +7.6% |
| Q2 2019 | $234,000 | +3.5% | 3,203 | 0.0% | 0.08% | +3.9% |
| Q1 2019 | $226,000 | +9.2% | 3,203 | -3.6% | 0.08% | -5.0% |
| Q4 2018 | $207,000 | -1.0% | 3,321 | 0.0% | 0.08% | +21.2% |
| Q3 2018 | $209,000 | 0.0% | 3,321 | 0.0% | 0.07% | -5.7% |
| Q2 2018 | $209,000 | +1.0% | 3,321 | 0.0% | 0.07% | -9.1% |
| Q4 2017 | $207,000 | -1.9% | 3,321 | 0.0% | 0.08% | -4.9% |
| Q3 2017 | $211,000 | -2.3% | 3,321 | 0.0% | 0.08% | -10.0% |
| Q2 2017 | $216,000 | -5.3% | 3,321 | -8.0% | 0.09% | -3.2% |
| Q1 2017 | $228,000 | 0.0% | 3,611 | -1.9% | 0.09% | -5.1% |
| Q4 2016 | $228,000 | -11.6% | 3,681 | -6.6% | 0.10% | -13.3% |
| Q3 2016 | $258,000 | -9.5% | 3,942 | -6.8% | 0.11% | -8.9% |
| Q2 2016 | $285,000 | +2.2% | 4,229 | 0.0% | 0.12% | 0.0% |
| Q1 2016 | $279,000 | +4.1% | 4,229 | 0.0% | 0.12% | +13.8% |
| Q4 2015 | $268,000 | +6.8% | 4,229 | 0.0% | 0.11% | -2.7% |
| Q3 2015 | $251,000 | +2.9% | 4,229 | -2.7% | 0.11% | +13.1% |
| Q2 2015 | $244,000 | -9.6% | 4,347 | 0.0% | 0.10% | -8.3% |
| Q1 2015 | $270,000 | +5.5% | 4,347 | 0.0% | 0.11% | +4.9% |
| Q4 2014 | $256,000 | +15.3% | 4,347 | 0.0% | 0.10% | +9.6% |
| Q3 2014 | $222,000 | -11.6% | 4,347 | -7.6% | 0.09% | -7.8% |
| Q2 2014 | $251,000 | +8.2% | 4,707 | +1.6% | 0.10% | +5.2% |
| Q1 2014 | $232,000 | -27.0% | 4,635 | -34.2% | 0.10% | -27.1% |
| Q4 2013 | $318,000 | -5.9% | 7,049 | 0.0% | 0.13% | -13.6% |
| Q3 2013 | $338,000 | +49.6% | 7,049 | +59.9% | 0.15% | +40.0% |
| Q2 2013 | $226,000 | – | 4,408 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 353,506 | $30,250,000 | 9.50% |
| Portfolio Strategies, Inc. | 335,467 | $28,702,000 | 5.75% |
| Ascension Capital Advisors, Inc. | 70,341 | $6,019,000 | 3.93% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 48,940 | $4,188,000 | 1.83% |
| Clearwater Capital Advisors, LLC | 178,477 | $15,272,000 | 1.77% |
| Capital Asset Advisory Services LLC | 182,714 | $15,635,000 | 1.74% |
| PACIFIC SUN FINANCIAL CORP | 30,773 | $2,633,000 | 1.51% |
| Aveo Capital Partners, LLC | 46,046 | $3,940,000 | 0.82% |
| ASSETMARK, INC | 1,771,270 | $151,568,000 | 0.68% |
| Evolution Wealth Advisors, LLC | 35,470 | $3,035,000 | 0.65% |