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 | $4,946 | -14.9% | 75 | -11.8% | 0.00% | – |
| Q4 2022 | $5,809 | -67.7% | 85 | -52.8% | 0.00% | – |
| Q4 2021 | $18,000 | +20.0% | 180 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | +15.4% | 180 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +8.3% | 180 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +9.1% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +10.0% | 180 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -28.6% | 180 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | +7.7% | 180 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +18.2% | 180 | 0.0% | 0.00% | – |
| Q4 2018 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2018 | $11,000 | +10.0% | 180 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | -9.1% | 180 | 0.0% | 0.00% | – |
| Q4 2017 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | -8.3% | 180 | 0.0% | 0.00% | – |
| Q2 2017 | $12,000 | +9.1% | 180 | 0.0% | 0.00% | – |
| Q1 2017 | $11,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2016 | $11,000 | -8.3% | 180 | 0.0% | 0.00% | – |
| Q3 2016 | $12,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2016 | $12,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2016 | $12,000 | +9.1% | 180 | 0.0% | 0.00% | – |
| Q4 2015 | $11,000 | – | 180 | – | 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% |