ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 63 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,448,000 | -25.5% | 44,341 | +1.7% | 2.96% | -3.7% |
| Q4 2019 | $3,284,000 | -13.7% | 43,590 | -8.9% | 3.07% | -1.3% |
| Q3 2019 | $3,804,000 | +11.6% | 47,867 | +2.4% | 3.11% | +8.1% |
| Q2 2019 | $3,408,000 | +18.5% | 46,741 | +14.9% | 2.88% | +8.0% |
| Q1 2019 | $2,877,000 | +18.4% | 40,694 | +4.4% | 2.66% | -1.1% |
| Q4 2018 | $2,429,000 | +5.7% | 38,965 | +6.7% | 2.70% | +24.3% |
| Q3 2018 | $2,298,000 | +2.9% | 36,533 | +3.2% | 2.17% | -0.5% |
| Q2 2018 | $2,233,000 | +6.4% | 35,410 | -2.7% | 2.18% | +3.7% |
| Q1 2018 | $2,098,000 | -7.4% | 36,398 | 0.0% | 2.10% | -8.0% |
| Q4 2017 | $2,265,000 | – | 36,398 | – | 2.29% | – |
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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% |