ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,853 | -10.7% | 3,182 | -0.8% | 0.09% | -8.1% |
Q2 2023 | $235,123 | -2.9% | 3,209 | -6.4% | 0.10% | -10.0% |
Q1 2023 | $242,156 | +2.4% | 3,429 | -0.9% | 0.11% | -7.6% |
Q4 2022 | $236,456 | -12.1% | 3,460 | -7.5% | 0.12% | -19.0% |
Q3 2022 | $269,000 | -12.7% | 3,742 | -2.8% | 0.15% | -5.2% |
Q2 2022 | $308,000 | -23.0% | 3,848 | -7.7% | 0.16% | -8.3% |
Q1 2022 | $400,000 | -10.1% | 4,169 | -8.0% | 0.17% | -7.1% |
Q4 2021 | $445,000 | +17.7% | 4,532 | +2.5% | 0.18% | +9.0% |
Q3 2021 | $378,000 | +1.3% | 4,421 | -1.1% | 0.17% | +1.2% |
Q2 2021 | $373,000 | +12.3% | 4,471 | -0.3% | 0.16% | +16.2% |
Q1 2021 | $332,000 | +9.9% | 4,484 | +0.7% | 0.14% | +4.4% |
Q4 2020 | $302,000 | -25.6% | 4,453 | -33.2% | 0.14% | -26.1% |
Q3 2020 | $406,000 | +7.7% | 6,664 | +6.1% | 0.18% | -2.1% |
Q2 2020 | $377,000 | +15.3% | 6,279 | +5.9% | 0.19% | -4.6% |
Q1 2020 | $327,000 | -27.8% | 5,930 | +2.3% | 0.20% | +7.1% |
Q4 2019 | $453,000 | +58.9% | 5,794 | +57.9% | 0.18% | +50.8% |
Q3 2019 | $285,000 | +13.5% | 3,669 | +10.4% | 0.12% | +8.0% |
Q2 2019 | $251,000 | +18.4% | 3,323 | +11.2% | 0.11% | +13.0% |
Q1 2019 | $212,000 | – | 2,989 | – | 0.10% | – |
Download |
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% |