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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,299 | -10.0% | 3,583 | 0.0% | 0.14% | +2.9% |
| Q2 2023 | $262,526 | -46.7% | 3,583 | -48.7% | 0.14% | -32.7% |
| Q1 2023 | $492,928 | +3.3% | 6,980 | 0.0% | 0.21% | -10.7% |
| Q4 2022 | $477,013 | -4.8% | 6,980 | 0.0% | 0.23% | +1.3% |
| Q3 2022 | $501,000 | -10.2% | 6,980 | 0.0% | 0.23% | -8.7% |
| Q2 2022 | $558,000 | -58.3% | 6,980 | -50.0% | 0.25% | -9.0% |
| Q1 2022 | $1,338,000 | +67.9% | 13,960 | +72.1% | 0.28% | -21.1% |
| Q4 2021 | $797,000 | +14.8% | 8,112 | 0.0% | 0.35% | +4.2% |
| Q3 2021 | $694,000 | +2.7% | 8,112 | 0.0% | 0.34% | -2.9% |
| Q2 2021 | $676,000 | +32.3% | 8,112 | +17.4% | 0.35% | +15.3% |
| Q1 2021 | $511,000 | +9.0% | 6,908 | 0.0% | 0.30% | -3.8% |
| Q4 2020 | $469,000 | +11.4% | 6,908 | 0.0% | 0.31% | +1.0% |
| Q3 2020 | $421,000 | +1.4% | 6,908 | 0.0% | 0.31% | -4.0% |
| Q2 2020 | $415,000 | +23.5% | 6,908 | +13.6% | 0.32% | +0.9% |
| Q1 2020 | $336,000 | -26.6% | 6,079 | 0.0% | 0.32% | -17.1% |
| Q4 2019 | $458,000 | – | 6,079 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 251,986 | $15,626,000 | 7.76% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 43,451 | $2,694,000 | 1.36% |
| Courage Miller Partners, LLC | 23,274 | $1,443,000 | 1.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 68,861 | $4,270,000 | 0.70% |
| Migdal Insurance & Financial Holdings Ltd. | 325,775 | $20,201,000 | 0.51% |
| Snowden Capital Advisors LLC | 31,437 | $1,949,408 | 0.49% |
| Financial Architects, Inc | 23,420 | $1,452,000 | 0.34% |
| BOK Financial Private Wealth, Inc. | 18,764 | $1,164,000 | 0.18% |
| Boltwood Capital Management | 3,600 | $223,000 | 0.17% |
| Nadler Financial Group, Inc. | 5,280 | $327,000 | 0.12% |