ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 137 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 26.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,400 | -5.3% | 279 | +5.3% | 0.00% | – |
| Q2 2023 | $19,426 | +473.0% | 265 | +452.1% | 0.00% | – |
| Q1 2023 | $3,390 | -48.1% | 48 | -50.0% | 0.00% | – |
| Q4 2022 | $6,538 | -81.8% | 96 | -80.7% | 0.00% | – |
| Q3 2022 | $36,000 | -23.4% | 497 | -16.6% | 0.00% | – |
| Q2 2022 | $47,000 | -31.9% | 596 | -16.4% | 0.00% | – |
| Q1 2022 | $69,000 | -4.2% | 713 | -3.3% | 0.00% | – |
| Q4 2021 | $72,000 | +30.9% | 737 | +14.1% | 0.00% | – |
| Q3 2021 | $55,000 | +44.7% | 646 | +40.1% | 0.00% | – |
| Q2 2021 | $38,000 | +15.2% | 461 | +4.1% | 0.00% | – |
| Q1 2021 | $33,000 | +10.0% | 443 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | +25.0% | 443 | +13.0% | 0.00% | – |
| Q3 2020 | $24,000 | +200.0% | 392 | +206.2% | 0.00% | – |
| Q2 2020 | $8,000 | +700.0% | 128 | +509.5% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 21 | -47.5% | 0.00% | – |
| Q4 2019 | $2,000 | -77.8% | 40 | -63.6% | 0.00% | – |
| Q3 2019 | $9,000 | – | 110 | +10900.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -99.2% | 0.00% | – |
| Q3 2018 | $8,000 | -99.6% | 125 | -99.6% | 0.00% | – |
| Q3 2017 | $1,804,000 | -2.1% | 28,366 | +0.1% | 0.00% | – |
| Q2 2017 | $1,843,000 | -15.1% | 28,326 | -33.2% | 0.00% | – |
| Q2 2013 | $2,170,000 | – | 42,400 | – | 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% |