ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 139 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,944 | -10.0% | 120 | 0.0% | 0.00% | – |
| Q2 2023 | $8,826 | +4.3% | 120 | 0.0% | 0.00% | – |
| Q1 2023 | $8,462 | +105675.0% | 120 | +0.8% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 119 | +1.7% | 0.00% | – |
| Q3 2022 | $8,000 | -11.1% | 117 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -18.2% | 117 | +0.9% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 116 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | +120.0% | 116 | +100.0% | 0.00% | – |
| Q3 2021 | $5,000 | – | 58 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 322,556 | $19,382,000 | 8.01% |
| Ascension Capital Advisors, Inc. | 57,286 | $3,442,000 | 3.01% |
| PACIFIC SUN FINANCIAL CORP | 32,885 | $1,976,000 | 1.78% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 34,812 | $2,092,000 | 1.03% |
| Keeley-Teton Advisors, LLC | 69,342 | $4,167,000 | 0.66% |
| Courage Miller Partners, LLC | 16,937 | $1,017,000 | 0.55% |
| Continuum Advisory, LLC | 12,876 | $802,000 | 0.50% |
| Financial Insights, Inc. | 8,625 | $373,000 | 0.33% |
| Disciplined Investments, LLC | 6,908 | $415,000 | 0.32% |
| BEAM WEALTH ADVISORS, INC. | 4,387 | $268,000 | 0.27% |