ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 156 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,954,479 | +2.3% | 27,676 | -1.0% | 1.31% | -2.9% |
| Q4 2022 | $1,910,512 | -11.1% | 27,956 | -6.6% | 1.35% | -10.9% |
| Q3 2022 | $2,150,000 | -12.8% | 29,936 | -2.9% | 1.51% | -7.2% |
| Q2 2022 | $2,467,000 | -17.2% | 30,836 | -0.8% | 1.63% | -0.4% |
| Q1 2022 | $2,981,000 | -1.0% | 31,077 | +1.4% | 1.63% | +1.6% |
| Q4 2021 | $3,011,000 | +14.4% | 30,653 | -0.4% | 1.61% | +6.3% |
| Q3 2021 | $2,633,000 | +32.4% | 30,773 | -5.7% | 1.51% | -8.9% |
| Q3 2020 | $1,989,000 | +0.7% | 32,617 | -0.8% | 1.66% | -6.8% |
| Q2 2020 | $1,976,000 | +9.2% | 32,885 | +0.4% | 1.78% | -14.2% |
| Q1 2020 | $1,809,000 | -23.7% | 32,763 | +4.1% | 2.08% | -0.6% |
| Q4 2019 | $2,370,000 | -4.6% | 31,461 | +0.7% | 2.09% | -10.8% |
| Q3 2019 | $2,483,000 | +7.6% | 31,240 | -1.3% | 2.34% | +6.3% |
| Q2 2019 | $2,307,000 | +4.2% | 31,640 | -8.4% | 2.20% | -3.3% |
| Q2 2018 | $2,215,000 | +1.0% | 34,540 | -9.2% | 2.28% | -21.2% |
| Q1 2018 | $2,193,000 | – | 38,040 | – | 2.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Claremont Financial Group, Inc. | 26,298 | $2,567,000 | 10.97% |
| Franklin, Parlapiano, Turner & Welch, LLC | 353,896 | $33,942,000 | 10.09% |
| Ascension Capital Advisors, Inc. | 74,482 | $7,144,000 | 5.76% |
| Bullseye Investment Management, LLC | 63,185 | $6,060,000 | 5.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 47,367 | $4,543,000 | 2.13% |
| Clearwater Capital Advisors, LLC | 173,922 | $16,681,000 | 1.91% |
| Capital Asset Advisory Services LLC | 163,679 | $15,698,000 | 1.67% |
| PACIFIC SUN FINANCIAL CORP | 31,077 | $2,981,000 | 1.63% |
| Ackerman Capital Advisors, LLC | 54,385 | $5,216,000 | 1.23% |
| Eagle Strategies LLC | 31,603 | $3,031,000 | 1.18% |