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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $224,573 | -10.0% | 3,405 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $249,499 | +2.7% | 3,405 | -1.0% | 0.00% | 0.0% |
Q1 2023 | $242,954 | +17.4% | 3,440 | +19.3% | 0.00% | -62.5% |
Q3 2022 | $207,000 | -8.4% | 2,884 | +1.9% | 0.01% | -11.1% |
Q2 2022 | $226,000 | -11.4% | 2,831 | +6.3% | 0.01% | 0.0% |
Q1 2022 | $255,000 | +9.4% | 2,662 | +12.2% | 0.01% | +12.5% |
Q4 2021 | $233,000 | +468.3% | 2,373 | +246.4% | 0.01% | +300.0% |
Q2 2020 | $41,000 | -14.6% | 685 | -21.4% | 0.00% | -33.3% |
Q1 2020 | $48,000 | +77.8% | 871 | +140.6% | 0.00% | +50.0% |
Q4 2019 | $27,000 | – | 362 | – | 0.00% | – |
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% |