ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 99 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 15.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -11.4% | 2,604 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $236,000 | -0.4% | 2,464 | +2.2% | 0.00% | 0.0% |
| Q4 2021 | $237,000 | +16.2% | 2,410 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $204,000 | -3.3% | 2,387 | -14.9% | 0.00% | 0.0% |
| Q4 2019 | $211,000 | -25.2% | 2,804 | -21.1% | 0.00% | -50.0% |
| Q3 2019 | $282,000 | +8.9% | 3,554 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $259,000 | -17.8% | 3,554 | -20.2% | 0.00% | -33.3% |
| Q1 2019 | $315,000 | +4.0% | 4,454 | -8.4% | 0.00% | 0.0% |
| Q4 2018 | $303,000 | +1.7% | 4,864 | +2.6% | 0.00% | 0.0% |
| Q3 2018 | $298,000 | +32.4% | 4,739 | +32.9% | 0.00% | +50.0% |
| Q2 2018 | $225,000 | -3.4% | 3,567 | -4.6% | 0.00% | 0.0% |
| Q4 2017 | $233,000 | +7.9% | 3,738 | +10.2% | 0.00% | 0.0% |
| Q3 2017 | $216,000 | -2.3% | 3,392 | -0.2% | 0.00% | -33.3% |
| Q2 2017 | $221,000 | -48.5% | 3,400 | -47.7% | 0.00% | -72.7% |
| Q1 2016 | $429,000 | +15.6% | 6,502 | +11.3% | 0.01% | +10.0% |
| Q4 2015 | $371,000 | +78.4% | 5,841 | +66.6% | 0.01% | +66.7% |
| Q3 2015 | $208,000 | – | 3,505 | – | 0.01% | – |
Download | ||||||
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% |