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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $9,000 | +200.0% | 130 | +188.9% | 0.00% | +100.0% |
| Q3 2020 | $3,000 | -40.0% | 45 | -47.1% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -16.7% | 85 | -1.2% | 0.00% | -50.0% |
| Q1 2020 | $6,000 | -25.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +100.0% | 86 | +87.0% | 0.00% | +100.0% |
| Q3 2019 | $4,000 | -100.0% | 46 | -85.8% | 0.00% | -83.3% |
| Q4 2017 | $20,104,000 | -2.1% | 324 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $20,540,000 | -78.0% | 324 | -77.4% | 0.01% | -73.1% |
| Q2 2017 | $93,245,000 | +94.8% | 1,433 | +89.1% | 0.03% | +73.3% |
| Q1 2017 | $47,870,000 | +16.4% | 758 | +14.2% | 0.02% | +15.4% |
| Q4 2016 | $41,114,000 | -52.7% | 664 | -14.7% | 0.01% | +8.3% |
| Q3 2016 | $86,884,000 | +65.4% | 778 | 0.0% | 0.01% | -25.0% |
| Q2 2016 | $52,516,000 | +2.3% | 778 | 0.0% | 0.02% | +6.7% |
| Q1 2016 | $51,333,000 | +67.5% | 778 | +60.7% | 0.02% | +66.7% |
| Q4 2015 | $30,648,000 | +660.1% | 484 | +611.8% | 0.01% | +800.0% |
| Q3 2015 | $4,032,000 | +5.8% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $3,810,000 | -9.9% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,228,000 | +5.5% | 68 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,006,000 | +15.2% | 68 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,478,000 | -4.1% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $3,626,000 | -73.8% | 68 | -75.5% | 0.00% | -80.0% |
| Q1 2014 | $13,864,000 | +115433.3% | 277 | 0.0% | 0.01% | +25.0% |
| Q4 2013 | $12,000 | – | 277 | – | 0.00% | – |
Download | ||||||
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% |