ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 85 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -82.4% | 53 | -80.7% | 0.00% | – |
| Q4 2016 | $17,000 | -15.0% | 275 | -8.3% | 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 | +5.3% | 300 | 0.0% | 0.00% | – |
| Q4 2015 | $19,000 | -36.7% | 300 | -40.0% | 0.00% | – |
| Q3 2015 | $30,000 | +7.1% | 500 | 0.0% | 0.00% | – |
| Q2 2015 | $28,000 | – | 500 | – | 0.00% | – |
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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% |