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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,557,000 | -10.8% | 47,206 | -6.0% | 1.18% | -19.9% |
| Q3 2019 | $3,989,000 | +7.3% | 50,199 | -1.6% | 1.47% | +6.7% |
| Q2 2019 | $3,719,000 | -1.1% | 51,003 | -4.1% | 1.38% | -8.8% |
| Q1 2019 | $3,761,000 | +13.6% | 53,196 | +8.4% | 1.51% | -13.3% |
| Q2 2016 | $3,311,000 | -0.2% | 49,060 | -2.4% | 1.74% | +1.5% |
| Q1 2016 | $3,317,000 | – | 50,261 | – | 1.72% | – |
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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% |