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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $274,076 | -47.7% | 3,881 | -43.9% | 0.16% | -31.7% |
| Q4 2022 | $524,353 | -1.1% | 6,912 | +3.8% | 0.23% | -86.2% |
| Q3 2022 | $530,000 | -40.3% | 6,661 | -39.9% | 1.67% | -16.3% |
| Q2 2022 | $888,000 | +18.7% | 11,087 | +43.8% | 2.00% | +771.2% |
| Q1 2022 | $748,000 | -1.2% | 7,709 | 0.0% | 0.23% | -15.5% |
| Q4 2021 | $757,000 | +35.9% | 7,709 | +18.5% | 0.27% | +127.7% |
| Q3 2021 | $557,000 | – | 6,505 | – | 0.12% | – |
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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% |