ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $48 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2023 | $140,399 | +3.9% | 1,988 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $135,130 | -3.5% | 1,977 | +1.1% | 0.00% | -20.0% |
| Q3 2022 | $140,000 | -9.7% | 1,956 | +1.1% | 0.01% | 0.0% |
| Q2 2022 | $155,000 | -15.8% | 1,934 | +0.5% | 0.01% | -16.7% |
| Q1 2022 | $184,000 | -2.1% | 1,924 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $188,000 | +15.3% | 1,918 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $163,000 | – | 1,904 | – | 0.01% | – |
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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% |