ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 102 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,662,000 | +1652.2% | 50,985 | +1849.7% | 0.39% | +1761.9% |
| Q2 2022 | $209,000 | 0.0% | 2,615 | +20.1% | 0.02% | +23.5% |
| Q1 2022 | $209,000 | -23.4% | 2,177 | -51.4% | 0.02% | -62.2% |
| Q3 2020 | $273,000 | +18.7% | 4,482 | +46.6% | 0.04% | +15.4% |
| Q4 2019 | $230,000 | -9.1% | 3,058 | -4.0% | 0.04% | -9.3% |
| Q3 2019 | $253,000 | +11.0% | 3,184 | +2.1% | 0.04% | -14.0% |
| Q2 2019 | $228,000 | – | 3,120 | – | 0.05% | – |
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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% |