ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 94 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,512 | +4.3% | 19,642 | -2.3% | 0.00% | 0.0% |
| Q1 2024 | $1,449 | -8.4% | 20,102 | -6.6% | 0.00% | -33.3% |
| Q4 2023 | $1,582 | -6.4% | 21,523 | -16.0% | 0.00% | -25.0% |
| Q3 2023 | $1,690 | -24.5% | 25,618 | -16.1% | 0.00% | -20.0% |
| Q2 2023 | $2,238 | -15.4% | 30,543 | -18.5% | 0.01% | -16.7% |
| Q1 2023 | $2,646 | +10.4% | 37,481 | +6.9% | 0.01% | 0.0% |
| Q4 2022 | $2,396 | -99.9% | 35,069 | -14.4% | 0.01% | -25.0% |
| Q3 2022 | $2,943,000 | -8.5% | 40,990 | +2.0% | 0.01% | 0.0% |
| Q2 2022 | $3,215,000 | -11.7% | 40,197 | +5.9% | 0.01% | 0.0% |
| Q1 2022 | $3,640,000 | +0.3% | 37,959 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $3,629,000 | +37.6% | 36,948 | +19.8% | 0.01% | +14.3% |
| Q3 2021 | $2,638,000 | +49.8% | 30,836 | +45.9% | 0.01% | +75.0% |
| Q2 2021 | $1,761,000 | +78.8% | 21,142 | +58.7% | 0.00% | +33.3% |
| Q1 2021 | $985,000 | +38.9% | 13,323 | +27.4% | 0.00% | +50.0% |
| Q4 2020 | $709,000 | -40.2% | 10,458 | -46.2% | 0.00% | -50.0% |
| Q3 2020 | $1,185,000 | -64.6% | 19,445 | -65.1% | 0.00% | -69.2% |
| Q2 2020 | $3,348,000 | -15.4% | 55,731 | -22.2% | 0.01% | -27.8% |
| Q1 2020 | $3,956,000 | -32.7% | 71,676 | -8.1% | 0.02% | -18.2% |
| Q4 2019 | $5,876,000 | +1030.0% | 78,005 | +1090.6% | 0.02% | +1000.0% |
| Q3 2019 | $520,000 | +5.3% | 6,552 | -3.4% | 0.00% | 0.0% |
| Q2 2019 | $494,000 | +1.6% | 6,782 | -1.4% | 0.00% | 0.0% |
| Q1 2019 | $486,000 | +14.1% | 6,876 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $426,000 | +4.9% | 6,838 | +5.8% | 0.00% | 0.0% |
| Q3 2018 | $406,000 | -18.0% | 6,461 | -17.7% | 0.00% | -33.3% |
| Q2 2018 | $495,000 | -8.0% | 7,853 | -15.9% | 0.00% | 0.0% |
| Q1 2018 | $538,000 | -37.1% | 9,336 | -32.1% | 0.00% | -40.0% |
| Q4 2017 | $856,000 | – | 13,747 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 479,582 | $36,923,340 | 10.24% |
| Ascension Capital Advisors, Inc. | 75,424 | $5,806,947 | 3.08% |
| Cornerstone Planning Group LLC | 129,319 | $10,323,303 | 2.96% |
| Kure Advisory, LLC | 35,094 | $2,701,933 | 2.22% |
| Plan Group Financial, LLC | 47,067 | $3,623,684 | 2.22% |
| CASTLE WEALTH MANAGEMENT LLC | 50,307 | $3,873,154 | 1.86% |
| Fonville Wealth Management LLC | 40,960 | $3,153,556 | 1.25% |
| PACIFIC SUN FINANCIAL CORP | 25,297 | $1,947,634 | 1.15% |
| AXXCESS WEALTH MANAGEMENT, LLC | 469,295 | $36,131,335 | 0.96% |
| Sovereign Financial Group, Inc. | 39,517 | $3,042,444 | 0.76% |