ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,028,000 | -10.1% | 13,608 | -5.3% | 0.01% | -12.5% |
| Q3 2019 | $1,143,000 | +28.6% | 14,367 | +18.2% | 0.01% | +14.3% |
| Q2 2019 | $889,000 | +21.9% | 12,158 | +18.4% | 0.01% | +16.7% |
| Q1 2019 | $729,000 | -9.2% | 10,270 | -19.9% | 0.01% | -25.0% |
| Q4 2018 | $803,000 | +604.4% | 12,823 | +608.8% | 0.01% | +700.0% |
| Q3 2018 | $114,000 | +34.1% | 1,809 | +34.0% | 0.00% | 0.0% |
| Q2 2018 | $85,000 | -12.4% | 1,350 | -19.7% | 0.00% | 0.0% |
| Q1 2018 | $97,000 | -60.6% | 1,681 | -57.2% | 0.00% | -66.7% |
| Q4 2017 | $246,000 | -5.7% | 3,932 | -4.2% | 0.00% | -25.0% |
| Q3 2017 | $261,000 | +20.8% | 4,104 | +23.8% | 0.00% | 0.0% |
| Q2 2017 | $216,000 | -5.7% | 3,315 | -8.0% | 0.00% | -20.0% |
| Q1 2017 | $229,000 | -64.6% | 3,605 | -65.4% | 0.01% | -66.7% |
| Q4 2016 | $647,000 | -26.1% | 10,432 | -21.9% | 0.02% | -28.6% |
| Q3 2016 | $875,000 | +8.6% | 13,361 | +11.4% | 0.02% | 0.0% |
| Q2 2016 | $806,000 | – | 11,989 | – | 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% |