ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 93 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $208,114 | -16.9% | 2,840 | -20.0% | 0.07% | -20.9% |
| Q1 2023 | $250,562 | +2.7% | 3,548 | -0.6% | 0.09% | -12.2% |
| Q4 2022 | $243,886 | -6.9% | 3,569 | -2.0% | 0.10% | -8.4% |
| Q3 2022 | $262,000 | -70.0% | 3,640 | -66.6% | 0.11% | -72.7% |
| Q2 2022 | $872,000 | -14.7% | 10,891 | +2.2% | 0.39% | +15.0% |
| Q1 2022 | $1,022,000 | -0.7% | 10,653 | +1.6% | 0.34% | -5.8% |
| Q4 2021 | $1,029,000 | +357.3% | 10,481 | +298.8% | 0.36% | +238.3% |
| Q3 2021 | $225,000 | +508.1% | 2,628 | +379.6% | 0.11% | +311.5% |
| Q4 2020 | $37,000 | +42.3% | 548 | +27.1% | 0.03% | +8.3% |
| Q3 2020 | $26,000 | – | 431 | – | 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% |