ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 99 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 15.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $87,000 | -91.4% | 885 | -92.5% | 0.01% | -92.4% |
| Q3 2021 | $1,010,000 | +2.9% | 11,798 | +0.1% | 0.08% | 0.0% |
| Q2 2021 | $982,000 | +13.1% | 11,786 | +0.5% | 0.08% | +2.6% |
| Q1 2021 | $868,000 | +8.0% | 11,729 | -1.0% | 0.08% | 0.0% |
| Q4 2020 | $804,000 | +18.6% | 11,853 | +6.6% | 0.08% | +5.5% |
| Q3 2020 | $678,000 | +9.7% | 11,116 | +8.0% | 0.07% | +1.4% |
| Q2 2020 | $618,000 | +10.8% | 10,291 | +1.8% | 0.07% | 0.0% |
| Q1 2020 | $558,000 | +1.5% | 10,108 | +38.5% | 0.07% | +26.3% |
| Q4 2019 | $550,000 | +0.4% | 7,297 | +5.8% | 0.06% | -5.0% |
| Q3 2019 | $548,000 | +10.0% | 6,896 | +1.0% | 0.06% | +13.2% |
| Q2 2019 | $498,000 | +1210.5% | 6,829 | +1181.2% | 0.05% | +430.0% |
| Q1 2019 | $38,000 | -90.5% | 533 | -91.7% | 0.01% | -88.1% |
| Q4 2018 | $402,000 | +1286.2% | 6,452 | +1299.6% | 0.08% | +546.2% |
| Q3 2018 | $29,000 | -90.4% | 461 | -91.2% | 0.01% | -79.4% |
| Q1 2018 | $301,000 | +52.0% | 5,224 | +68.8% | 0.06% | +14.5% |
| Q3 2017 | $198,000 | -99.9% | 3,095 | -4.8% | 0.06% | +5.8% |
| Q2 2017 | $212,000,000 | +11.6% | 3,251 | +8.9% | 0.05% | -1.9% |
| Q1 2017 | $190,000,000 | +6.1% | 2,984 | +3.4% | 0.05% | +71.0% |
| Q4 2016 | $179,000,000 | +64990.9% | 2,885 | -31.2% | 0.03% | -38.0% |
| Q3 2016 | $275,000 | +25.0% | 4,196 | +28.5% | 0.05% | -28.6% |
| Q2 2016 | $220,000 | +103.7% | 3,266 | +98.1% | 0.07% | +84.2% |
| Q1 2016 | $108,000 | +129.8% | 1,649 | +122.5% | 0.04% | +111.1% |
| Q4 2015 | $47,000 | -24.2% | 741 | -29.2% | 0.02% | -18.2% |
| Q3 2015 | $62,000 | +51.2% | 1,047 | +40.2% | 0.02% | +57.1% |
| Q2 2015 | $41,000 | -4.7% | 747 | +5.7% | 0.01% | 0.0% |
| Q1 2015 | $43,000 | +2.4% | 707 | -1.1% | 0.01% | 0.0% |
| Q4 2014 | $42,000 | -54.3% | 715 | -60.1% | 0.01% | -22.2% |
| Q3 2014 | $92,000 | +441.2% | 1,792 | +472.5% | 0.02% | +100.0% |
| Q2 2014 | $17,000 | – | 313 | – | 0.01% | – |
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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% |