ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 156 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,000 | +51.4% | 7,982 | +67.8% | 0.00% | 0.0% |
| Q2 2023 | $348,000 | +7.7% | 4,756 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $323,000 | -18.2% | 4,588 | -20.4% | 0.00% | 0.0% |
| Q4 2022 | $395,000 | -8.1% | 5,767 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $430,000 | -11.9% | 5,997 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $488,000 | -10.3% | 6,091 | +7.5% | 0.00% | 0.0% |
| Q1 2022 | $544,000 | +12.6% | 5,665 | +15.3% | 0.00% | 0.0% |
| Q4 2021 | $483,000 | +30.2% | 4,915 | +13.4% | 0.00% | 0.0% |
| Q3 2021 | $371,000 | +9.1% | 4,334 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $340,000 | +14.5% | 4,088 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $297,000 | -60.6% | 3,992 | -66.2% | 0.00% | -85.7% |
| Q1 2017 | $753,000 | -87.7% | 11,809 | -88.0% | 0.01% | -89.4% |
| Q4 2016 | $6,107,000 | -1.8% | 98,363 | +3.6% | 0.07% | -8.3% |
| Q3 2016 | $6,220,000 | -2.3% | 94,953 | +0.7% | 0.07% | -11.1% |
| Q2 2016 | $6,365,000 | +1.4% | 94,265 | -0.9% | 0.08% | +305.0% |
| Q1 2016 | $6,280,000 | +9.9% | 95,112 | +5.7% | 0.02% | -70.6% |
| Q4 2015 | $5,715,000 | – | 89,968 | – | 0.07% | – |
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% |