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 | $95,055 | -86.5% | 1,346 | -86.9% | 0.00% | -100.0% |
| Q4 2022 | $703,355 | +362.7% | 10,292 | +385.0% | 0.00% | +300.0% |
| Q3 2022 | $152,000 | -86.0% | 2,122 | -84.4% | 0.00% | -87.5% |
| Q2 2022 | $1,088,000 | -28.9% | 13,602 | -14.8% | 0.01% | -38.5% |
| Q1 2022 | $1,531,000 | +26.0% | 15,967 | +29.1% | 0.01% | +44.4% |
| Q4 2021 | $1,215,000 | +14.1% | 12,366 | -0.6% | 0.01% | -30.8% |
| Q3 2021 | $1,065,000 | +2497.6% | 12,446 | +2445.2% | 0.01% | – |
| Q2 2021 | $41,000 | – | 489 | – | 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% |