ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 143 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.77 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,131 | +44.2% | 4,748 | +60.2% | 0.00% | +50.0% |
| Q2 2023 | $217,172 | -99.9% | 2,964 | -58.3% | 0.00% | -33.3% |
| Q3 2022 | $255,255,000 | +88530.2% | 7,114 | +97.4% | 0.00% | 0.0% |
| Q2 2022 | $288,000 | -42.6% | 3,604 | -31.1% | 0.00% | -40.0% |
| Q1 2022 | $502,000 | -3.6% | 5,230 | -1.4% | 0.01% | 0.0% |
| Q4 2021 | $521,000 | +67.5% | 5,303 | +46.0% | 0.01% | +66.7% |
| Q3 2021 | $311,000 | +37.6% | 3,632 | +34.2% | 0.00% | 0.0% |
| Q2 2021 | $226,000 | -12.1% | 2,707 | -29.1% | 0.00% | 0.0% |
| Q4 2020 | $257,000 | – | 3,818 | – | 0.00% | – |
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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% |