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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $6,023,000 | -18.3% | 62,800 | -35.8% | 0.77% | -60.6% |
Q4 2019 | $7,373,000 | -8.8% | 97,861 | -3.8% | 1.95% | +60.7% |
Q3 2019 | $8,081,000 | +2.4% | 101,689 | -6.1% | 1.21% | -0.2% |
Q2 2019 | $7,893,000 | +16.0% | 108,247 | +12.5% | 1.21% | +15.1% |
Q1 2019 | $6,803,000 | +14.7% | 96,224 | +1.1% | 1.05% | +4.8% |
Q4 2018 | $5,930,000 | -5.7% | 95,131 | -4.9% | 1.01% | +9.1% |
Q3 2018 | $6,289,000 | +329.3% | 100,000 | +347.3% | 0.92% | +34.8% |
Q3 2016 | $1,465,000 | -2.9% | 22,357 | -0.0% | 0.68% | -1.7% |
Q2 2016 | $1,509,000 | -2.8% | 22,358 | -5.0% | 0.70% | -3.2% |
Q1 2016 | $1,553,000 | -0.9% | 23,535 | -4.8% | 0.72% | +14.5% |
Q4 2015 | $1,567,000 | -23.9% | 24,712 | -32.7% | 0.63% | -0.3% |
Q2 2015 | $2,060,000 | -18.5% | 36,736 | -9.7% | 0.63% | +119.5% |
Q1 2015 | $2,528,000 | +72.1% | 40,672 | +63.2% | 0.29% | -45.2% |
Q4 2014 | $1,469,000 | – | 24,928 | – | 0.52% | – |
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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% |