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 | $206,445 | -10.8% | 3,099 | -1.9% | 0.08% | -5.6% |
Q2 2023 | $231,460 | +3.8% | 3,159 | 0.0% | 0.09% | -2.2% |
Q1 2023 | $223,089 | +7.6% | 3,159 | +4.1% | 0.09% | +3.4% |
Q4 2022 | $207,344 | -4.9% | 3,034 | 0.0% | 0.09% | -9.2% |
Q3 2022 | $218,000 | -13.1% | 3,034 | -3.4% | 0.10% | -8.4% |
Q2 2022 | $251,000 | +2.9% | 3,141 | +23.6% | 0.11% | +24.4% |
Q1 2022 | $244,000 | +14.6% | 2,541 | +17.3% | 0.09% | +22.9% |
Q4 2021 | $213,000 | – | 2,166 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Franklin, Parlapiano, Turner & Welch, LLC | 428,938 | $28,288,441 | 8.78% |
Ascension Capital Advisors, Inc. | 72,254 | $4,765,151 | 2.74% |
Plan Group Financial, LLC | 49,627 | $3,272,929 | 2.36% |
Cornerstone Planning Group LLC | 88,375 | $5,828,333 | 2.22% |
CASTLE WEALTH MANAGEMENT LLC | 46,346 | $3,086,429 | 2.20% |
Capital Asset Advisory Services LLC | 451,562 | $30,489,453 | 2.09% |
Kure Advisory, LLC | 27,323 | $1,801,949 | 1.02% |
AXXCESS WEALTH MANAGEMENT, LLC | 443,310 | $29,236,288 | 1.00% |
H&H Retirement Design & Management INC | 20,036 | $1,330,473 | 0.92% |
Procyon Advisors, LLC | 120,736 | $7,962,539 | 0.82% |