ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,208,000 | -3.0% | 12,600 | -0.7% | 0.22% | -41.4% |
| Q4 2021 | $1,246,000 | -47.1% | 12,687 | -55.1% | 0.38% | -31.8% |
| Q2 2021 | $2,354,000 | -90.2% | 28,252 | -91.1% | 0.55% | -89.9% |
| Q4 2019 | $23,900,000 | -47.8% | 317,235 | -44.9% | 5.50% | -78.3% |
| Q3 2019 | $45,778,000 | +8.3% | 575,872 | -0.6% | 25.30% | +14.2% |
| Q2 2019 | $42,251,000 | +51.6% | 579,409 | +47.0% | 22.15% | +3.7% |
| Q1 2019 | $27,862,000 | +16.3% | 394,081 | +0.3% | 21.36% | +23.2% |
| Q4 2018 | $23,963,000 | -3.6% | 392,855 | -0.6% | 17.34% | +10.3% |
| Q3 2018 | $24,860,000 | – | 395,293 | – | 15.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 322,556 | $19,382,000 | 8.01% |
| Ascension Capital Advisors, Inc. | 57,286 | $3,442,000 | 3.01% |
| PACIFIC SUN FINANCIAL CORP | 32,885 | $1,976,000 | 1.78% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 34,812 | $2,092,000 | 1.03% |
| Keeley-Teton Advisors, LLC | 69,342 | $4,167,000 | 0.66% |
| Courage Miller Partners, LLC | 16,937 | $1,017,000 | 0.55% |
| Continuum Advisory, LLC | 12,876 | $802,000 | 0.50% |
| Financial Insights, Inc. | 8,625 | $373,000 | 0.33% |
| Disciplined Investments, LLC | 6,908 | $415,000 | 0.32% |
| BEAM WEALTH ADVISORS, INC. | 4,387 | $268,000 | 0.27% |