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 2016 | $433,000 | +17.7% | 6,603 | +21.0% | 0.20% | +12.1% |
| Q2 2016 | $368,000 | +49.6% | 5,457 | +46.1% | 0.18% | +41.1% |
| Q1 2016 | $246,000 | +1194.7% | 3,734 | +966.9% | 0.13% | +1333.3% |
| Q2 2014 | $19,000 | +5.6% | 350 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $18,000 | -43.8% | 350 | -50.7% | 0.01% | -46.7% |
| Q4 2013 | $32,000 | -80.5% | 710 | -79.2% | 0.02% | -82.1% |
| Q3 2013 | $164,000 | +4.5% | 3,410 | +11.4% | 0.08% | +16.7% |
| Q2 2013 | $157,000 | – | 3,060 | – | 0.07% | – |
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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% |