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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $237,000 | -22.8% | 3,027 | -33.1% | 0.01% | -38.5% |
| Q4 2020 | $307,000 | +11.2% | 4,526 | +0.0% | 0.01% | -7.1% |
| Q3 2020 | $276,000 | -7.1% | 4,525 | -8.6% | 0.01% | -12.5% |
| Q2 2020 | $297,000 | +1.7% | 4,950 | -6.6% | 0.02% | -27.3% |
| Q1 2020 | $292,000 | +35.8% | 5,298 | +86.0% | 0.02% | +37.5% |
| Q4 2019 | $215,000 | +4200.0% | 2,849 | +4422.2% | 0.02% | – |
| Q3 2019 | $5,000 | – | 63 | – | 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% |