ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 134 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,086,429 | -6.1% | 46,346 | +3.4% | 2.20% | -4.0% |
Q2 2023 | $3,285,207 | +6.7% | 44,837 | +2.8% | 2.29% | -3.9% |
Q1 2023 | $3,078,679 | +18.2% | 43,595 | +14.3% | 2.38% | +45.4% |
Q4 2022 | $2,605,462 | +18.3% | 38,125 | +24.3% | 1.64% | +22.6% |
Q3 2022 | $2,203,000 | -6.7% | 30,675 | +3.9% | 1.34% | -2.7% |
Q2 2022 | $2,362,000 | – | 29,529 | – | 1.37% | – |
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% |