ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 63 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $229,000 | -2.6% | 2,868 | +17.0% | 0.02% | +11.1% |
| Q1 2022 | $235,000 | +17.5% | 2,451 | +20.4% | 0.02% | +20.0% |
| Q4 2021 | $200,000 | -38.1% | 2,035 | -65.3% | 0.02% | -68.1% |
| Q1 2020 | $323,000 | -3.0% | 5,860 | +32.4% | 0.05% | +20.5% |
| Q4 2019 | $333,000 | -18.4% | 4,425 | -13.9% | 0.04% | -29.1% |
| Q3 2019 | $408,000 | +11.8% | 5,140 | +2.7% | 0.06% | +3.8% |
| Q2 2019 | $365,000 | +6.1% | 5,005 | +2.8% | 0.05% | -7.0% |
| Q1 2019 | $344,000 | +4.6% | 4,870 | -7.6% | 0.06% | -9.5% |
| Q4 2018 | $329,000 | +5.1% | 5,270 | +6.0% | 0.06% | -7.4% |
| Q3 2018 | $313,000 | +2.6% | 4,970 | +2.8% | 0.07% | -12.8% |
| Q2 2018 | $305,000 | +13.4% | 4,835 | +2.5% | 0.08% | +8.3% |
| Q1 2018 | $269,000 | -8.5% | 4,715 | -2.7% | 0.07% | -7.7% |
| Q4 2017 | $294,000 | +6.5% | 4,845 | +11.4% | 0.08% | -33.3% |
| Q3 2017 | $276,000 | +2966.7% | 4,350 | +15.4% | 0.12% | +2825.0% |
| Q2 2017 | $9,000 | – | 3,770 | – | 0.00% | – |
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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% |