ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 101 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 15.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $47,000 | -9.6% | 657 | +0.6% | 0.01% | -7.1% |
| Q2 2022 | $52,000 | -16.1% | 653 | +0.3% | 0.01% | -6.7% |
| Q1 2022 | $62,000 | -1.6% | 651 | +0.2% | 0.02% | +7.1% |
| Q4 2021 | $63,000 | +14.5% | 650 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | +3.8% | 647 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $53,000 | +10.4% | 646 | +0.2% | 0.01% | +7.7% |
| Q1 2021 | $48,000 | +9.1% | 645 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $44,000 | +15.8% | 643 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $38,000 | +72.7% | 638 | +79.7% | 0.01% | +62.5% |
| Q2 2020 | $22,000 | 0.0% | 355 | -18.4% | 0.01% | -20.0% |
| Q1 2020 | $22,000 | -31.2% | 435 | +0.9% | 0.01% | -9.1% |
| Q4 2019 | $32,000 | -3.0% | 431 | +0.7% | 0.01% | -8.3% |
| Q3 2019 | $33,000 | +6.5% | 428 | -1.6% | 0.01% | 0.0% |
| Q2 2019 | $31,000 | – | 435 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 479,582 | $36,923,340 | 10.24% |
| Ascension Capital Advisors, Inc. | 75,424 | $5,806,947 | 3.08% |
| Cornerstone Planning Group LLC | 129,319 | $10,323,303 | 2.96% |
| Kure Advisory, LLC | 35,094 | $2,701,933 | 2.22% |
| Plan Group Financial, LLC | 47,067 | $3,623,684 | 2.22% |
| CASTLE WEALTH MANAGEMENT LLC | 50,307 | $3,873,154 | 1.86% |
| Fonville Wealth Management LLC | 40,960 | $3,153,556 | 1.25% |
| PACIFIC SUN FINANCIAL CORP | 25,297 | $1,947,634 | 1.15% |
| AXXCESS WEALTH MANAGEMENT, LLC | 469,295 | $36,131,335 | 0.96% |
| Sovereign Financial Group, Inc. | 39,517 | $3,042,444 | 0.76% |