Laffer Tengler Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 133 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laffer Tengler Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$434,760,000
+136.8%
4,533
+142.5%
0.13%
+147.2%
Q4 2021$183,591,000
+29.7%
1,869
+13.0%
0.05%
+29.3%
Q3 2021$141,532,000
+63.6%
1,654
+59.3%
0.04%
+28.1%
Q2 2021$86,496,0001,0380.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 428,938$28,288,4418.78%
Ascension Capital Advisors, Inc. 72,254$4,765,1512.74%
Plan Group Financial, LLC 49,627$3,272,9292.36%
Cornerstone Planning Group LLC 88,375$5,828,3332.22%
CASTLE WEALTH MANAGEMENT LLC 46,346$3,086,4292.20%
Capital Asset Advisory Services LLC 451,562$30,489,4532.09%
Kure Advisory, LLC 27,323$1,801,9491.02%
AXXCESS WEALTH MANAGEMENT, LLC 443,310$29,236,2881.00%
H&H Retirement Design & Management INC 20,036$1,330,4730.92%
Procyon Advisors, LLC 120,736$7,962,5390.82%
View complete list of ISHARES TR shareholders