ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 93 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,956 | +144.0% | 3,058 | +154.8% | 0.00% | – |
| Q2 2023 | $88,524 | +7.7% | 1,200 | 0.0% | 0.00% | – |
| Q4 2022 | $82,176 | -85.0% | 1,200 | -82.6% | 0.00% | – |
| Q3 2022 | $548,000 | +372.4% | 6,903 | +386.8% | 0.00% | – |
| Q2 2022 | $116,000 | -15.9% | 1,418 | 0.0% | 0.00% | – |
| Q1 2022 | $138,000 | +16.9% | 1,418 | +18.2% | 0.00% | – |
| Q4 2021 | $118,000 | -74.1% | 1,200 | -76.5% | 0.00% | – |
| Q3 2021 | $455,000 | +350.5% | 5,108 | +325.7% | 0.00% | – |
| Q2 2021 | $101,000 | +11.0% | 1,200 | 0.0% | 0.00% | – |
| Q1 2021 | $91,000 | +15.2% | 1,200 | 0.0% | 0.00% | – |
| Q4 2020 | $79,000 | -68.8% | 1,200 | -72.1% | 0.00% | – |
| Q2 2020 | $253,000 | +1846.2% | 4,294 | +2047.0% | 0.00% | – |
| Q3 2018 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2018 | $13,000 | -23.5% | 200 | -31.5% | 0.00% | – |
| Q1 2018 | $17,000 | +41.7% | 292 | +46.0% | 0.00% | – |
| Q4 2017 | $12,000 | -7.7% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2017 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | -87.2% | 200 | -86.1% | 0.00% | – |
| Q3 2016 | $94,000 | +571.4% | 1,442 | +621.0% | 0.00% | – |
| Q2 2016 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | – |
| Q1 2016 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2015 | $13,000 | +8.3% | 200 | 0.0% | 0.00% | – |
| Q3 2015 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | +20.0% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $10,000 | -9.1% | 200 | 0.0% | 0.00% | – |
| Q2 2014 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $9,000 | -10.0% | 200 | 0.0% | 0.00% | – |
| Q3 2013 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2013 | $10,000 | – | 200 | – | 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% |