ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,172 | +4.3% | 193 | +0.5% | 0.01% | -14.3% |
| Q1 2023 | $13,587 | +3.9% | 192 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $13,078 | -6.6% | 191 | +1.1% | 0.01% | -22.2% |
| Q3 2022 | $14,000 | -6.7% | 189 | +1.1% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 187 | +0.5% | 0.01% | -18.2% |
| Q1 2022 | $18,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +20.0% | 186 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 184 | +0.5% | 0.01% | -8.3% |
| Q1 2021 | $14,000 | -30.0% | 183 | -38.8% | 0.01% | -25.0% |
| Q4 2020 | $20,000 | +5.3% | 299 | -4.2% | 0.02% | -15.8% |
| Q3 2020 | $19,000 | 0.0% | 312 | +0.6% | 0.02% | -9.5% |
| Q2 2020 | $19,000 | +11.8% | 310 | +1.0% | 0.02% | -8.7% |
| Q1 2020 | $17,000 | -29.2% | 307 | +1.7% | 0.02% | -14.8% |
| Q3 2019 | $24,000 | +9.1% | 302 | +0.7% | 0.03% | +8.0% |
| Q2 2019 | $22,000 | +37.5% | 300 | +34.5% | 0.02% | +47.1% |
| Q1 2019 | $16,000 | – | 223 | – | 0.02% | – |
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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% |