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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,023,000 | -18.3% | 62,800 | -35.8% | 0.77% | -60.6% |
| Q4 2019 | $7,373,000 | -8.8% | 97,861 | -3.8% | 1.95% | +60.7% |
| Q3 2019 | $8,081,000 | +2.4% | 101,689 | -6.1% | 1.21% | -0.2% |
| Q2 2019 | $7,893,000 | +16.0% | 108,247 | +12.5% | 1.21% | +15.1% |
| Q1 2019 | $6,803,000 | +14.7% | 96,224 | +1.1% | 1.05% | +4.8% |
| Q4 2018 | $5,930,000 | -5.7% | 95,131 | -4.9% | 1.01% | +9.1% |
| Q3 2018 | $6,289,000 | +329.3% | 100,000 | +347.3% | 0.92% | +34.8% |
| Q3 2016 | $1,465,000 | -2.9% | 22,357 | -0.0% | 0.68% | -1.7% |
| Q2 2016 | $1,509,000 | -2.8% | 22,358 | -5.0% | 0.70% | -3.2% |
| Q1 2016 | $1,553,000 | -0.9% | 23,535 | -4.8% | 0.72% | +14.5% |
| Q4 2015 | $1,567,000 | -23.9% | 24,712 | -32.7% | 0.63% | -0.3% |
| Q2 2015 | $2,060,000 | -18.5% | 36,736 | -9.7% | 0.63% | +119.5% |
| Q1 2015 | $2,528,000 | +72.1% | 40,672 | +63.2% | 0.29% | -45.2% |
| Q4 2014 | $1,469,000 | – | 24,928 | – | 0.52% | – |
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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% |