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 | $39,966 | -18.7% | 606 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $49,164 | -16.7% | 671 | -19.7% | 0.00% | -33.3% |
| Q1 2023 | $59,038 | +0.3% | 836 | -2.9% | 0.00% | -25.0% |
| Q4 2022 | $58,841 | -44.5% | 861 | -35.1% | 0.00% | -42.9% |
| Q3 2022 | $106,000 | 0.0% | 1,327 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $106,000 | -85.1% | 1,327 | -81.6% | 0.01% | -83.3% |
| Q4 2021 | $710,000 | +7.9% | 7,230 | -5.9% | 0.04% | +100.0% |
| Q3 2021 | $658,000 | +321.8% | 7,685 | +311.8% | 0.02% | +320.0% |
| Q2 2021 | $156,000 | +126.1% | 1,866 | +99.6% | 0.01% | +150.0% |
| Q1 2021 | $69,000 | – | 935 | – | 0.00% | – |
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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% |