ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 141 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.90 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $226,284 | -22.7% | 3,431 | -14.1% | 0.03% | -15.2% |
Q2 2023 | $292,692 | -25.7% | 3,995 | -23.5% | 0.03% | -5.7% |
Q4 2019 | $394,000 | -87.0% | 5,225 | -86.3% | 0.04% | -86.7% |
Q3 2019 | $3,028,000 | -15.3% | 38,101 | -22.3% | 0.26% | -12.0% |
Q2 2019 | $3,574,000 | -37.3% | 49,017 | -39.2% | 0.30% | -34.6% |
Q1 2019 | $5,696,000 | – | 80,561 | – | 0.46% | – |
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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% |