ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.85 and the average weighting 0.2%.
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% | – |
Download |
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% |