ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 63 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $69,134 | +1.3% | 979 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $68,251 | -96.8% | 999 | -95.5% | 0.00% | -96.8% |
| Q1 2022 | $2,111,000 | +863.9% | 22,008 | +736.2% | 0.06% | +785.7% |
| Q2 2021 | $219,000 | +17.7% | 2,632 | -4.2% | 0.01% | 0.0% |
| Q4 2020 | $186,000 | +6.3% | 2,748 | -4.1% | 0.01% | -12.5% |
| Q3 2020 | $175,000 | -23.9% | 2,864 | -25.2% | 0.01% | -38.5% |
| Q2 2020 | $230,000 | -44.8% | 3,827 | -49.3% | 0.01% | -51.9% |
| Q1 2020 | $417,000 | -38.8% | 7,549 | -16.5% | 0.03% | -25.0% |
| Q4 2019 | $681,000 | +150.4% | 9,043 | +142.8% | 0.04% | +111.8% |
| Q3 2019 | $272,000 | 0.0% | 3,725 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $272,000 | +563.4% | 3,725 | +547.8% | 0.02% | +466.7% |
| Q1 2019 | $41,000 | +13.9% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $36,000 | 0.0% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $36,000 | 0.0% | 575 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $36,000 | +9.1% | 575 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $33,000 | -8.3% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $36,000 | – | 575 | – | 0.00% | – |
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% |