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% | – |
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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% |