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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,172 | +4.3% | 193 | +0.5% | 0.01% | -14.3% |
| Q1 2023 | $13,587 | +3.9% | 192 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $13,078 | -6.6% | 191 | +1.1% | 0.01% | -22.2% |
| Q3 2022 | $14,000 | -6.7% | 189 | +1.1% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 187 | +0.5% | 0.01% | -18.2% |
| Q1 2022 | $18,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +20.0% | 186 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 184 | +0.5% | 0.01% | -8.3% |
| Q1 2021 | $14,000 | -30.0% | 183 | -38.8% | 0.01% | -25.0% |
| Q4 2020 | $20,000 | +5.3% | 299 | -4.2% | 0.02% | -15.8% |
| Q3 2020 | $19,000 | 0.0% | 312 | +0.6% | 0.02% | -9.5% |
| Q2 2020 | $19,000 | +11.8% | 310 | +1.0% | 0.02% | -8.7% |
| Q1 2020 | $17,000 | -29.2% | 307 | +1.7% | 0.02% | -14.8% |
| Q3 2019 | $24,000 | +9.1% | 302 | +0.7% | 0.03% | +8.0% |
| Q2 2019 | $22,000 | +37.5% | 300 | +34.5% | 0.02% | +47.1% |
| Q1 2019 | $16,000 | – | 223 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Claremont Financial Group, Inc. | 26,298 | $2,567,000 | 10.97% |
| Franklin, Parlapiano, Turner & Welch, LLC | 353,896 | $33,942,000 | 10.09% |
| Ascension Capital Advisors, Inc. | 74,482 | $7,144,000 | 5.76% |
| Bullseye Investment Management, LLC | 63,185 | $6,060,000 | 5.15% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 47,367 | $4,543,000 | 2.13% |
| Clearwater Capital Advisors, LLC | 173,922 | $16,681,000 | 1.91% |
| Capital Asset Advisory Services LLC | 163,679 | $15,698,000 | 1.67% |
| PACIFIC SUN FINANCIAL CORP | 31,077 | $2,981,000 | 1.63% |
| Ackerman Capital Advisors, LLC | 54,385 | $5,216,000 | 1.23% |
| Eagle Strategies LLC | 31,603 | $3,031,000 | 1.18% |