ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 137 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 26.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,095 | +132.0% | 18 | -99.8% | 0.00% | -100.0% |
| Q4 2022 | $472 | -99.9% | 7,765 | -2.8% | 0.01% | 0.0% |
| Q3 2022 | $485,000 | 0.0% | 7,991 | +0.1% | 0.01% | -13.3% |
| Q2 2022 | $485,000 | -0.4% | 7,987 | -0.4% | 0.02% | +150.0% |
| Q1 2022 | $487,000 | +16133.3% | 8,022 | +22820.0% | 0.01% | – |
| Q4 2021 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | – | 35 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $63,000 | -18.2% | 1,054 | -25.8% | 0.01% | -37.5% |
| Q1 2020 | $77,000 | -22.2% | 1,421 | +7.6% | 0.01% | +14.3% |
| Q4 2019 | $99,000 | -11.6% | 1,321 | -6.8% | 0.01% | -12.5% |
| Q3 2019 | $112,000 | +28.7% | 1,418 | +1.3% | 0.01% | +60.0% |
| Q4 2018 | $87,000 | -1.1% | 1,400 | -0.2% | 0.01% | +25.0% |
| Q3 2018 | $88,000 | +2.3% | 1,403 | +3.4% | 0.00% | 0.0% |
| Q2 2018 | $86,000 | +196.6% | 1,357 | +190.0% | 0.00% | +300.0% |
| Q1 2018 | $29,000 | 0.0% | 468 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $29,000 | -69.1% | 468 | -68.2% | 0.00% | -75.0% |
| Q3 2017 | $94,000 | -7.8% | 1,472 | -6.2% | 0.00% | 0.0% |
| Q2 2017 | $102,000 | -85.1% | 1,569 | -85.5% | 0.00% | -86.7% |
| Q1 2017 | $685,000 | +3.3% | 10,851 | +1.5% | 0.03% | -6.2% |
| Q4 2016 | $663,000 | -14.6% | 10,692 | -9.7% | 0.03% | -20.0% |
| Q3 2016 | $776,000 | +16.7% | 11,841 | +20.2% | 0.04% | +8.1% |
| Q2 2016 | $665,000 | -15.0% | 9,851 | -20.0% | 0.04% | -28.8% |
| Q4 2015 | $782,000 | – | 12,321 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 353,506 | $30,250,000 | 9.50% |
| Portfolio Strategies, Inc. | 335,467 | $28,702,000 | 5.75% |
| Ascension Capital Advisors, Inc. | 70,341 | $6,019,000 | 3.93% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 48,940 | $4,188,000 | 1.83% |
| Clearwater Capital Advisors, LLC | 178,477 | $15,272,000 | 1.77% |
| Capital Asset Advisory Services LLC | 182,714 | $15,635,000 | 1.74% |
| PACIFIC SUN FINANCIAL CORP | 30,773 | $2,633,000 | 1.51% |
| Aveo Capital Partners, LLC | 46,046 | $3,940,000 | 0.82% |
| ASSETMARK, INC | 1,771,270 | $151,568,000 | 0.68% |
| Evolution Wealth Advisors, LLC | 35,470 | $3,035,000 | 0.65% |