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 | $14,839 | -94.0% | 225 | -92.8% | 0.00% | – |
| Q2 2022 | $249,000 | -9.1% | 3,118 | +9.3% | 0.00% | – |
| Q1 2022 | $274,000 | +10.5% | 2,853 | +13.0% | 0.00% | – |
| Q4 2021 | $248,000 | +22.2% | 2,524 | +6.3% | 0.00% | – |
| Q3 2021 | $203,000 | +75.0% | 2,374 | +32.6% | 0.00% | -100.0% |
| Q2 2017 | $116,000 | +2.7% | 1,790 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $113,000 | +41.2% | 1,790 | +38.8% | 0.00% | – |
| Q4 2016 | $80,000 | -5.9% | 1,290 | 0.0% | 0.00% | -100.0% |
| Q3 2016 | $85,000 | -12.4% | 1,290 | -10.5% | 0.00% | 0.0% |
| Q2 2016 | $97,000 | -4.0% | 1,442 | -5.8% | 0.00% | 0.0% |
| Q1 2016 | $101,000 | +4.1% | 1,530 | +0.1% | 0.00% | 0.0% |
| Q4 2015 | $97,000 | -3.0% | 1,528 | -9.0% | 0.00% | 0.0% |
| Q3 2015 | $100,000 | +5.3% | 1,680 | +9.8% | 0.00% | 0.0% |
| Q1 2015 | $95,000 | -3.1% | 1,530 | -8.3% | 0.00% | 0.0% |
| Q4 2014 | $98,000 | +113.0% | 1,668 | +84.7% | 0.00% | 0.0% |
| Q3 2014 | $46,000 | +91.7% | 903 | +100.7% | 0.00% | – |
| Q2 2014 | $24,000 | +33.3% | 450 | +28.6% | 0.00% | – |
| Q1 2014 | $18,000 | +100.0% | 350 | +75.0% | 0.00% | – |
| Q4 2013 | $9,000 | -52.6% | 200 | -48.7% | 0.00% | – |
| Q3 2013 | $19,000 | +18.8% | 390 | +24.2% | 0.00% | – |
| Q2 2013 | $16,000 | – | 314 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 428,938 | $28,288,441 | 8.78% |
| Ascension Capital Advisors, Inc. | 72,254 | $4,765,151 | 2.74% |
| Plan Group Financial, LLC | 49,627 | $3,272,929 | 2.36% |
| Cornerstone Planning Group LLC | 88,375 | $5,828,333 | 2.22% |
| CASTLE WEALTH MANAGEMENT LLC | 46,346 | $3,086,429 | 2.20% |
| Capital Asset Advisory Services LLC | 451,562 | $30,489,453 | 2.09% |
| Kure Advisory, LLC | 27,323 | $1,801,949 | 1.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 443,310 | $29,236,288 | 1.00% |
| H&H Retirement Design & Management INC | 20,036 | $1,330,473 | 0.92% |
| Procyon Advisors, LLC | 120,736 | $7,962,539 | 0.82% |