ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 86 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.42 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,284 | -22.7% | 3,431 | -14.1% | 0.03% | -15.2% |
| Q2 2023 | $292,692 | -25.7% | 3,995 | -23.5% | 0.03% | -5.7% |
| Q4 2019 | $394,000 | -87.0% | 5,225 | -86.3% | 0.04% | -86.7% |
| Q3 2019 | $3,028,000 | -15.3% | 38,101 | -22.3% | 0.26% | -12.0% |
| Q2 2019 | $3,574,000 | -37.3% | 49,017 | -39.2% | 0.30% | -34.6% |
| Q1 2019 | $5,696,000 | – | 80,561 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Claremont Financial Group, Inc. | 26,298 | $2,567,000 | 10.97% |
| Franklin, Parlapiano, Turner & Welch, LLC | 353,896 | $33,942,000 | 10.09% |
| Ascension Capital Advisors, Inc. | 74,482 | $7,144,000 | 5.76% |
| Bullseye Investment Management, LLC | 63,185 | $6,060,000 | 5.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 47,367 | $4,543,000 | 2.13% |
| Clearwater Capital Advisors, LLC | 173,922 | $16,681,000 | 1.91% |
| Capital Asset Advisory Services LLC | 163,679 | $15,698,000 | 1.67% |
| PACIFIC SUN FINANCIAL CORP | 31,077 | $2,981,000 | 1.63% |
| Ackerman Capital Advisors, LLC | 54,385 | $5,216,000 | 1.23% |
| Eagle Strategies LLC | 31,603 | $3,031,000 | 1.18% |