ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 95 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $448,000 | +27.3% | 5,231 | +23.8% | 0.38% | +26.3% |
| Q2 2021 | $352,000 | +30.4% | 4,226 | +15.8% | 0.30% | +26.1% |
| Q1 2021 | $270,000 | -4.6% | 3,650 | -12.5% | 0.24% | -9.7% |
| Q4 2020 | $283,000 | +2.9% | 4,172 | -7.6% | 0.27% | +3.9% |
| Q3 2020 | $275,000 | +2.6% | 4,513 | +2.9% | 0.26% | -4.8% |
| Q2 2020 | $268,000 | – | 4,387 | – | 0.27% | – |
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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% |