ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 133 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $286,000 | -21.0% | 3,572 | -5.5% | 0.02% | 0.0% |
| Q1 2022 | $362,000 | +20.3% | 3,778 | +23.3% | 0.02% | +15.4% |
| Q4 2021 | $301,000 | +17.6% | 3,064 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | +2.4% | 2,994 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $250,000 | -52.1% | 2,994 | -56.8% | 0.01% | -67.5% |
| Q4 2019 | $522,000 | -15.5% | 6,925 | -10.9% | 0.04% | -36.5% |
| Q3 2019 | $618,000 | -8.6% | 7,775 | -16.2% | 0.06% | -17.1% |
| Q2 2019 | $676,000 | – | 9,275 | – | 0.08% | – |
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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% |