ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 50 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $55,000 | +12.2% | 658 | -0.6% | 0.00% | – |
| Q1 2021 | $49,000 | +63.3% | 662 | +48.1% | 0.00% | – |
| Q4 2020 | $30,000 | +650.0% | 447 | +598.4% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -94.7% | 64 | -93.6% | 0.00% | – |
| Q4 2019 | $75,000 | +21.0% | 1,000 | +28.5% | 0.00% | – |
| Q3 2019 | $62,000 | +51.2% | 778 | +36.7% | 0.00% | – |
| Q2 2019 | $41,000 | +173.3% | 569 | +163.4% | 0.00% | – |
| Q1 2019 | $15,000 | -97.6% | 216 | -97.8% | 0.00% | -100.0% |
| Q2 2018 | $623,000 | +10.9% | 9,892 | +1.5% | 0.00% | – |
| Q1 2018 | $562,000 | +3.3% | 9,746 | +11.4% | 0.00% | – |
| Q4 2017 | $544,000 | +30.8% | 8,746 | +33.9% | 0.00% | – |
| Q3 2017 | $416,000 | +2500.0% | 6,532 | +2533.9% | 0.00% | – |
| Q2 2017 | $16,000 | 0.0% | 248 | 0.0% | 0.00% | – |
| Q1 2017 | $16,000 | +6.7% | 248 | 0.0% | 0.00% | – |
| Q4 2016 | $15,000 | -6.2% | 248 | 0.0% | 0.00% | – |
| Q3 2016 | $16,000 | +60.0% | 248 | +75.9% | 0.00% | – |
| Q2 2016 | $10,000 | +150.0% | 141 | +98.6% | 0.00% | – |
| Q1 2015 | $4,000 | -66.7% | 71 | -64.5% | 0.00% | – |
| Q4 2014 | $12,000 | -14.3% | 200 | -26.2% | 0.00% | – |
| Q3 2014 | $14,000 | +180.0% | 271 | +171.0% | 0.00% | – |
| Q2 2014 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2014 | $5,000 | -37.5% | 100 | -41.2% | 0.00% | – |
| Q4 2013 | $8,000 | +60.0% | 170 | +70.0% | 0.00% | – |
| Q3 2013 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 100 | – | 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% |