ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 111 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -18.8% | 2,636 | -2.7% | 0.01% | -12.5% |
| Q1 2022 | $260,000 | -2.3% | 2,710 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $266,000 | +19.8% | 2,710 | +4.6% | 0.01% | +14.3% |
| Q3 2021 | $222,000 | +4.7% | 2,591 | +1.8% | 0.01% | -12.5% |
| Q2 2021 | $212,000 | -16.9% | 2,545 | -24.7% | 0.01% | -63.6% |
| Q4 2019 | $255,000 | +4.9% | 3,382 | +10.7% | 0.02% | -18.5% |
| Q3 2019 | $243,000 | – | 3,056 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 180,306 | $9,228,000 | 7.86% |
| Highmount Capital, LLC | 297,215 | $15,211,000 | 3.99% |
| Wharton Business Group, LLC | 502,545 | $25,720,000 | 2.24% |
| Courage Miller Partners, LLC | 48,194 | $2,467,000 | 2.24% |
| AVALON CAPITAL MANAGEMENT | 36,704 | $1,879,000 | 1.85% |
| CABOT WEALTH MANAGEMENT INC | 92,374 | $4,728,000 | 1.63% |
| First Heartland Consultants, Inc. | 46,482 | $2,379,000 | 1.38% |
| Quantitative Advantage, LLC | 105,084 | $5,378,000 | 1.38% |
| Financial Architects, Inc | 30,086 | $1,534,000 | 1.13% |
| Nadler Financial Group, Inc. | 20,131 | $1,030,000 | 0.73% |