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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $47,000 | -9.6% | 657 | +0.6% | 0.01% | -7.1% |
| Q2 2022 | $52,000 | -16.1% | 653 | +0.3% | 0.01% | -6.7% |
| Q1 2022 | $62,000 | -1.6% | 651 | +0.2% | 0.02% | +7.1% |
| Q4 2021 | $63,000 | +14.5% | 650 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | +3.8% | 647 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $53,000 | +10.4% | 646 | +0.2% | 0.01% | +7.7% |
| Q1 2021 | $48,000 | +9.1% | 645 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $44,000 | +15.8% | 643 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $38,000 | +72.7% | 638 | +79.7% | 0.01% | +62.5% |
| Q2 2020 | $22,000 | 0.0% | 355 | -18.4% | 0.01% | -20.0% |
| Q1 2020 | $22,000 | -31.2% | 435 | +0.9% | 0.01% | -9.1% |
| Q4 2019 | $32,000 | -3.0% | 431 | +0.7% | 0.01% | -8.3% |
| Q3 2019 | $33,000 | +6.5% | 428 | -1.6% | 0.01% | 0.0% |
| Q2 2019 | $31,000 | – | 435 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 251,986 | $15,626,000 | 7.76% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 43,451 | $2,694,000 | 1.36% |
| Courage Miller Partners, LLC | 23,274 | $1,443,000 | 1.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 68,861 | $4,270,000 | 0.70% |
| Migdal Insurance & Financial Holdings Ltd. | 325,775 | $20,201,000 | 0.51% |
| Snowden Capital Advisors LLC | 31,437 | $1,949,408 | 0.49% |
| Financial Architects, Inc | 23,420 | $1,452,000 | 0.34% |
| BOK Financial Private Wealth, Inc. | 18,764 | $1,164,000 | 0.18% |
| Boltwood Capital Management | 3,600 | $223,000 | 0.17% |
| Nadler Financial Group, Inc. | 5,280 | $327,000 | 0.12% |