ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 134 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,074 | -10.4% | 16,282 | -0.5% | 0.02% | -5.9% |
| Q2 2023 | $1,199 | +3.5% | 16,366 | -0.3% | 0.02% | 0.0% |
| Q1 2023 | $1,159 | +9.4% | 16,417 | +6.0% | 0.02% | +13.3% |
| Q4 2022 | $1,059 | -99.9% | 15,495 | +17.0% | 0.02% | -11.8% |
| Q3 2022 | $951,000 | -11.2% | 13,241 | -1.1% | 0.02% | -5.6% |
| Q2 2022 | $1,071,000 | -10.7% | 13,383 | +7.0% | 0.02% | 0.0% |
| Q1 2022 | $1,199,000 | – | 12,503 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 353,506 | $30,250,000 | 9.50% |
| Portfolio Strategies, Inc. | 335,467 | $28,702,000 | 5.75% |
| Ascension Capital Advisors, Inc. | 70,341 | $6,019,000 | 3.93% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 48,940 | $4,188,000 | 1.83% |
| Clearwater Capital Advisors, LLC | 178,477 | $15,272,000 | 1.77% |
| Capital Asset Advisory Services LLC | 182,714 | $15,635,000 | 1.74% |
| PACIFIC SUN FINANCIAL CORP | 30,773 | $2,633,000 | 1.51% |
| Aveo Capital Partners, LLC | 46,046 | $3,940,000 | 0.82% |
| ASSETMARK, INC | 1,771,270 | $151,568,000 | 0.68% |
| Evolution Wealth Advisors, LLC | 35,470 | $3,035,000 | 0.65% |