ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 137 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 26.67 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 | 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% |