ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 64 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Claremont Financial Group, Inc. | 26,298 | $2,567,000 | 10.97% |
| Franklin, Parlapiano, Turner & Welch, LLC | 353,896 | $33,942,000 | 10.09% |
| Ascension Capital Advisors, Inc. | 74,482 | $7,144,000 | 5.76% |
| Bullseye Investment Management, LLC | 63,185 | $6,060,000 | 5.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 47,367 | $4,543,000 | 2.13% |
| Clearwater Capital Advisors, LLC | 173,922 | $16,681,000 | 1.91% |
| Capital Asset Advisory Services LLC | 163,679 | $15,698,000 | 1.67% |
| PACIFIC SUN FINANCIAL CORP | 31,077 | $2,981,000 | 1.63% |
| Ackerman Capital Advisors, LLC | 54,385 | $5,216,000 | 1.23% |
| Eagle Strategies LLC | 31,603 | $3,031,000 | 1.18% |