ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 57 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.63 and the average weighting 0.6%.
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 | 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% |