ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 65 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,095 | +132.0% | 18 | -99.8% | 0.00% | -100.0% |
Q4 2022 | $472 | -99.9% | 7,765 | -2.8% | 0.01% | 0.0% |
Q3 2022 | $485,000 | 0.0% | 7,991 | +0.1% | 0.01% | -13.3% |
Q2 2022 | $485,000 | -0.4% | 7,987 | -0.4% | 0.02% | +150.0% |
Q1 2022 | $487,000 | +16133.3% | 8,022 | +22820.0% | 0.01% | – |
Q4 2021 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q2 2021 | $3,000 | – | 35 | – | 0.00% | – |
Q1 2021 | $0 | – | 0 | – | 0.00% | – |
Q4 2020 | $0 | – | 0 | – | 0.00% | – |
Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2020 | $63,000 | -18.2% | 1,054 | -25.8% | 0.01% | -37.5% |
Q1 2020 | $77,000 | -22.2% | 1,421 | +7.6% | 0.01% | +14.3% |
Q4 2019 | $99,000 | -11.6% | 1,321 | -6.8% | 0.01% | -12.5% |
Q3 2019 | $112,000 | +28.7% | 1,418 | +1.3% | 0.01% | +60.0% |
Q4 2018 | $87,000 | -1.1% | 1,400 | -0.2% | 0.01% | +25.0% |
Q3 2018 | $88,000 | +2.3% | 1,403 | +3.4% | 0.00% | 0.0% |
Q2 2018 | $86,000 | +196.6% | 1,357 | +190.0% | 0.00% | +300.0% |
Q1 2018 | $29,000 | 0.0% | 468 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $29,000 | -69.1% | 468 | -68.2% | 0.00% | -75.0% |
Q3 2017 | $94,000 | -7.8% | 1,472 | -6.2% | 0.00% | 0.0% |
Q2 2017 | $102,000 | -85.1% | 1,569 | -85.5% | 0.00% | -86.7% |
Q1 2017 | $685,000 | +3.3% | 10,851 | +1.5% | 0.03% | -6.2% |
Q4 2016 | $663,000 | -14.6% | 10,692 | -9.7% | 0.03% | -20.0% |
Q3 2016 | $776,000 | +16.7% | 11,841 | +20.2% | 0.04% | +8.1% |
Q2 2016 | $665,000 | -15.0% | 9,851 | -20.0% | 0.04% | -28.8% |
Q4 2015 | $782,000 | – | 12,321 | – | 0.05% | – |
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% |