ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 50 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $362,885 | -87.5% | 5,310 | -86.9% | 0.00% | -100.0% |
| Q3 2022 | $2,900,000 | +123.1% | 40,382 | +198.0% | 0.00% | – |
| Q1 2022 | $1,300,000 | -83.2% | 13,550 | -85.0% | 0.00% | -100.0% |
| Q3 2021 | $7,745,000 | +135.1% | 90,511 | +107.0% | 0.00% | -40.0% |
| Q4 2019 | $3,294,000 | +131.0% | 43,721 | +143.6% | 0.01% | +150.0% |
| Q3 2019 | $1,426,000 | -72.9% | 17,947 | -75.1% | 0.00% | -77.8% |
| Q2 2019 | $5,253,000 | +302.2% | 72,033 | +289.9% | 0.01% | +350.0% |
| Q1 2019 | $1,306,000 | -6.8% | 18,473 | -17.1% | 0.00% | -33.3% |
| Q3 2018 | $1,402,000 | -29.4% | 22,287 | -35.3% | 0.00% | -40.0% |
| Q1 2018 | $1,986,000 | +10.6% | 34,452 | +19.4% | 0.01% | 0.0% |
| Q4 2017 | $1,796,000 | +292.1% | 28,854 | +300.8% | 0.01% | +400.0% |
| Q3 2017 | $458,000 | -31.6% | 7,200 | -30.1% | 0.00% | -50.0% |
| Q2 2017 | $670,000 | -29.9% | 10,300 | -32.0% | 0.00% | -50.0% |
| Q1 2017 | $956,000 | +5.8% | 15,138 | +3.8% | 0.00% | 0.0% |
| Q4 2016 | $904,000 | -3.8% | 14,580 | +1.6% | 0.00% | 0.0% |
| Q3 2016 | $940,000 | +1.5% | 14,347 | +4.6% | 0.00% | -20.0% |
| Q2 2016 | $926,000 | -78.8% | 13,717 | -79.3% | 0.01% | -79.2% |
| Q1 2016 | $4,374,000 | +50.4% | 66,288 | +44.6% | 0.02% | +33.3% |
| Q4 2015 | $2,909,000 | -37.5% | 45,843 | -41.6% | 0.02% | -37.9% |
| Q3 2015 | $4,655,000 | +583.6% | 78,500 | +546.1% | 0.03% | +480.0% |
| Q2 2015 | $681,000 | -2.3% | 12,150 | +8.3% | 0.01% | 0.0% |
| Q1 2015 | $697,000 | -13.6% | 11,222 | -28.9% | 0.01% | -37.5% |
| Q3 2014 | $807,000 | 0.0% | 15,778 | -2.1% | 0.01% | -11.1% |
| Q1 2014 | $807,000 | – | 16,116 | – | 0.01% | – |
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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% |