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 | $18,400 | -5.3% | 279 | +5.3% | 0.00% | – |
Q2 2023 | $19,426 | +473.0% | 265 | +452.1% | 0.00% | – |
Q1 2023 | $3,390 | -48.1% | 48 | -50.0% | 0.00% | – |
Q4 2022 | $6,538 | -81.8% | 96 | -80.7% | 0.00% | – |
Q3 2022 | $36,000 | -23.4% | 497 | -16.6% | 0.00% | – |
Q2 2022 | $47,000 | -31.9% | 596 | -16.4% | 0.00% | – |
Q1 2022 | $69,000 | -4.2% | 713 | -3.3% | 0.00% | – |
Q4 2021 | $72,000 | +30.9% | 737 | +14.1% | 0.00% | – |
Q3 2021 | $55,000 | +44.7% | 646 | +40.1% | 0.00% | – |
Q2 2021 | $38,000 | +15.2% | 461 | +4.1% | 0.00% | – |
Q1 2021 | $33,000 | +10.0% | 443 | 0.0% | 0.00% | – |
Q4 2020 | $30,000 | +25.0% | 443 | +13.0% | 0.00% | – |
Q3 2020 | $24,000 | +200.0% | 392 | +206.2% | 0.00% | – |
Q2 2020 | $8,000 | +700.0% | 128 | +509.5% | 0.00% | – |
Q1 2020 | $1,000 | -50.0% | 21 | -47.5% | 0.00% | – |
Q4 2019 | $2,000 | -77.8% | 40 | -63.6% | 0.00% | – |
Q3 2019 | $9,000 | – | 110 | +10900.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2018 | $0 | -100.0% | 1 | -99.2% | 0.00% | – |
Q3 2018 | $8,000 | -99.6% | 125 | -99.6% | 0.00% | – |
Q3 2017 | $1,804,000 | -2.1% | 28,366 | +0.1% | 0.00% | – |
Q2 2017 | $1,843,000 | -15.1% | 28,326 | -33.2% | 0.00% | – |
Q2 2013 | $2,170,000 | – | 42,400 | – | 0.00% | – |
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% |