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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |