ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 156 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,735 | -54.6% | 7,143 | -50.0% | 0.01% | 0.0% |
| Q2 2023 | $1,046,736 | +100.8% | 14,286 | +100.0% | 0.01% | -11.1% |
| Q1 2023 | $521,376 | +6.8% | 7,143 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $488,153 | -4.3% | 7,143 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $510,000 | -10.7% | 7,143 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $571,000 | -16.6% | 7,143 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $685,000 | -2.4% | 7,143 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $702,000 | +14.9% | 7,143 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $611,000 | – | 7,143 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 251,986 | $15,626,000 | 7.76% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 43,451 | $2,694,000 | 1.36% |
| Courage Miller Partners, LLC | 23,274 | $1,443,000 | 1.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 68,861 | $4,270,000 | 0.70% |
| Migdal Insurance & Financial Holdings Ltd. | 325,775 | $20,201,000 | 0.51% |
| Snowden Capital Advisors LLC | 31,437 | $1,949,408 | 0.49% |
| Financial Architects, Inc | 23,420 | $1,452,000 | 0.34% |
| BOK Financial Private Wealth, Inc. | 18,764 | $1,164,000 | 0.18% |
| Boltwood Capital Management | 3,600 | $223,000 | 0.17% |
| Nadler Financial Group, Inc. | 5,280 | $327,000 | 0.12% |