ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 88 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 180,306 | $9,228,000 | 7.86% |
| Highmount Capital, LLC | 297,215 | $15,211,000 | 3.99% |
| Wharton Business Group, LLC | 502,545 | $25,720,000 | 2.24% |
| Courage Miller Partners, LLC | 48,194 | $2,467,000 | 2.24% |
| AVALON CAPITAL MANAGEMENT | 36,704 | $1,879,000 | 1.85% |
| CABOT WEALTH MANAGEMENT INC | 92,374 | $4,728,000 | 1.63% |
| First Heartland Consultants, Inc. | 46,482 | $2,379,000 | 1.38% |
| Quantitative Advantage, LLC | 105,084 | $5,378,000 | 1.38% |
| Financial Architects, Inc | 30,086 | $1,534,000 | 1.13% |
| Nadler Financial Group, Inc. | 20,131 | $1,030,000 | 0.73% |