ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 141 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27 | +2600.0% | 7,500 | +525.0% | 0.00% | – |
| Q2 2023 | $1 | -97.4% | 1,200 | -45.5% | 0.00% | -100.0% |
| Q1 2023 | $39 | -17.0% | 2,200 | +57.1% | 0.00% | 0.0% |
| Q4 2022 | $47 | -100.0% | 1,400 | -30.0% | 0.00% | -20.0% |
| Q4 2021 | $117,000 | +1362.5% | 2,000 | +566.7% | 0.01% | – |
| Q3 2021 | $8,000 | – | 300 | +200.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 100 | -50.0% | 0.00% | – |
| Q1 2021 | $7,000 | -46.2% | 200 | -83.3% | 0.00% | -100.0% |
| Q4 2020 | $13,000 | +8.3% | 1,199 | +71.5% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +1100.0% | 699 | +74.8% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 400 | +100.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 200 | -50.0% | 0.00% | – |
| Q2 2019 | $0 | – | 400 | -73.3% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1,500 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | – | 1,500 | -72.7% | 0.00% | – |
| Q1 2018 | $0 | – | 5,500 | +2650.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 200 | -96.0% | 0.00% | -100.0% |
| Q2 2017 | $325,000 | +2221.4% | 5,000 | -13.3% | 0.01% | – |
| Q1 2017 | $14,000 | -22.2% | 5,765 | -12.7% | 0.00% | -100.0% |
| Q4 2016 | $18,000 | -95.1% | 6,600 | +18.3% | 0.00% | -93.8% |
| Q3 2016 | $365,000 | -29.5% | 5,578 | -27.4% | 0.02% | -38.5% |
| Q2 2016 | $518,000 | +1892.3% | 7,678 | +982.9% | 0.03% | +1200.0% |
| Q1 2016 | $26,000 | +136.4% | 709 | +285.3% | 0.00% | +100.0% |
| Q4 2015 | $11,000 | – | 184 | – | 0.00% | – |
Download | ||||||
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% |