ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $989 | -10.0% | 15 | 0.0% | 0.00% | – |
| Q2 2023 | $1,099 | +3.8% | 15 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $1,059 | +3.3% | 15 | 0.0% | 0.00% | – |
| Q4 2022 | $1,025 | +2.5% | 15 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | -96.0% | 15 | -95.2% | 0.00% | -92.3% |
| Q2 2022 | $25,000 | +2400.0% | 315 | +2000.0% | 0.01% | – |
| Q1 2022 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | – | 15 | – | 0.00% | – |
Download | ||||||
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% |