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 2023 | $244,477 | -12.9% | 3,707 | -3.3% | 0.00% | – |
| Q2 2023 | $280,745 | +5.9% | 3,832 | +2.1% | 0.00% | – |
| Q1 2023 | $265,046 | +103030.7% | 3,755 | +0.0% | 0.00% | – |
| Q4 2022 | $257 | -99.9% | 3,754 | -21.0% | 0.00% | – |
| Q3 2022 | $341,000 | -99.6% | 4,753 | -99.6% | 0.00% | -100.0% |
| Q2 2022 | $86,654,000 | +18656.3% | 1,083,304 | +22384.5% | 0.01% | – |
| Q1 2022 | $462,000 | -6.7% | 4,818 | -4.4% | 0.00% | – |
| Q4 2021 | $495,000 | +32.4% | 5,038 | +15.2% | 0.00% | – |
| Q3 2021 | $374,000 | -2.6% | 4,374 | -5.0% | 0.00% | – |
| Q2 2021 | $384,000 | -6.3% | 4,606 | -16.9% | 0.00% | – |
| Q1 2021 | $410,000 | +3.0% | 5,544 | -5.5% | 0.00% | – |
| Q4 2020 | $398,000 | +12.7% | 5,867 | +0.8% | 0.00% | – |
| Q3 2020 | $353,000 | +6.3% | 5,818 | +5.4% | 0.00% | – |
| Q2 2020 | $332,000 | -5.1% | 5,518 | -13.0% | 0.00% | – |
| Q1 2020 | $350,000 | -50.1% | 6,340 | -32.0% | 0.00% | – |
| Q4 2019 | $702,000 | +239.1% | 9,319 | +258.4% | 0.00% | – |
| Q3 2019 | $207,000 | +370.5% | 2,600 | +333.3% | 0.00% | – |
| Q2 2019 | $44,000 | +109.5% | 600 | +100.0% | 0.00% | – |
| Q1 2019 | $21,000 | +10.5% | 300 | 0.0% | 0.00% | – |
| Q4 2018 | $19,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2018 | $19,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2018 | $19,000 | +11.8% | 300 | 0.0% | 0.00% | – |
| Q1 2018 | $17,000 | -10.5% | 300 | 0.0% | 0.00% | – |
| Q4 2017 | $19,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2017 | $19,000 | -5.0% | 300 | 0.0% | 0.00% | – |
| Q2 2017 | $20,000 | +5.3% | 300 | 0.0% | 0.00% | – |
| Q1 2017 | $19,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2016 | $19,000 | -5.0% | 300 | 0.0% | 0.00% | – |
| Q3 2016 | $20,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2016 | $20,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2016 | $20,000 | – | 300 | – | 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% |