ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 133 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $649,000 | +3.7% | 6,762 | +0.3% | 0.14% | +2.2% |
| Q4 2021 | $626,000 | +9.1% | 6,745 | +0.6% | 0.14% | +1.5% |
| Q3 2021 | $574,000 | -0.3% | 6,707 | -3.0% | 0.14% | -8.8% |
| Q2 2021 | $576,000 | +9.3% | 6,911 | -2.9% | 0.15% | -0.7% |
| Q1 2021 | $527,000 | +15.3% | 7,118 | +6.4% | 0.15% | +8.8% |
| Q4 2020 | $457,000 | +11.7% | 6,692 | -0.3% | 0.14% | -2.1% |
| Q3 2020 | $409,000 | +6.8% | 6,715 | +5.3% | 0.14% | -6.7% |
| Q2 2020 | $383,000 | +41.3% | 6,379 | +20.2% | 0.15% | -10.7% |
| Q1 2020 | $271,000 | -8.8% | 5,306 | +40.5% | 0.17% | +46.1% |
| Q4 2019 | $297,000 | – | 3,777 | – | 0.12% | – |
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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% |