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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $286,000 | -21.0% | 3,572 | -5.5% | 0.02% | 0.0% |
| Q1 2022 | $362,000 | +20.3% | 3,778 | +23.3% | 0.02% | +15.4% |
| Q4 2021 | $301,000 | +17.6% | 3,064 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | +2.4% | 2,994 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $250,000 | -52.1% | 2,994 | -56.8% | 0.01% | -67.5% |
| Q4 2019 | $522,000 | -15.5% | 6,925 | -10.9% | 0.04% | -36.5% |
| Q3 2019 | $618,000 | -8.6% | 7,775 | -16.2% | 0.06% | -17.1% |
| Q2 2019 | $676,000 | – | 9,275 | – | 0.08% | – |
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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% |