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 2022 | $229,000 | -2.6% | 2,868 | +17.0% | 0.02% | +11.1% |
| Q1 2022 | $235,000 | +17.5% | 2,451 | +20.4% | 0.02% | +20.0% |
| Q4 2021 | $200,000 | -38.1% | 2,035 | -65.3% | 0.02% | -68.1% |
| Q1 2020 | $323,000 | -3.0% | 5,860 | +32.4% | 0.05% | +20.5% |
| Q4 2019 | $333,000 | -18.4% | 4,425 | -13.9% | 0.04% | -29.1% |
| Q3 2019 | $408,000 | +11.8% | 5,140 | +2.7% | 0.06% | +3.8% |
| Q2 2019 | $365,000 | +6.1% | 5,005 | +2.8% | 0.05% | -7.0% |
| Q1 2019 | $344,000 | +4.6% | 4,870 | -7.6% | 0.06% | -9.5% |
| Q4 2018 | $329,000 | +5.1% | 5,270 | +6.0% | 0.06% | -7.4% |
| Q3 2018 | $313,000 | +2.6% | 4,970 | +2.8% | 0.07% | -12.8% |
| Q2 2018 | $305,000 | +13.4% | 4,835 | +2.5% | 0.08% | +8.3% |
| Q1 2018 | $269,000 | -8.5% | 4,715 | -2.7% | 0.07% | -7.7% |
| Q4 2017 | $294,000 | +6.5% | 4,845 | +11.4% | 0.08% | -33.3% |
| Q3 2017 | $276,000 | +2966.7% | 4,350 | +15.4% | 0.12% | +2825.0% |
| Q2 2017 | $9,000 | – | 3,770 | – | 0.00% | – |
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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% |