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 2021 | $36,000 | +125.0% | 412 | +88.1% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | -76.1% | 219 | -76.9% | 0.01% | -76.2% |
| Q1 2019 | $67,000 | +52.3% | 950 | +36.1% | 0.02% | +5.0% |
| Q3 2018 | $44,000 | +120.0% | 698 | +135.8% | 0.02% | +100.0% |
| Q1 2016 | $20,000 | -71.8% | 296 | -73.8% | 0.01% | -74.4% |
| Q4 2015 | $71,000 | -99.2% | 1,130 | +718.8% | 0.04% | +680.0% |
| Q1 2015 | $8,577,000 | -99.7% | 138 | -99.7% | 0.01% | -99.6% |
| Q2 2014 | $2,503,075,000 | – | 46,918 | – | 1.27% | – |
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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% |