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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,316,560 | -10.0% | 19,963 | 0.0% | 0.35% | -5.6% |
Q2 2023 | $1,462,690 | +5.5% | 19,963 | +1.7% | 0.37% | +3.0% |
Q1 2023 | $1,386,836 | +3.3% | 19,638 | 0.0% | 0.36% | -4.2% |
Q4 2022 | $1,342,061 | -4.8% | 19,638 | 0.0% | 0.38% | -1.3% |
Q3 2022 | $1,410,402 | +17.4% | 19,638 | +30.8% | 0.38% | +22.8% |
Q2 2022 | $1,201,290 | +41.4% | 15,018 | +69.6% | 0.31% | +49.3% |
Q1 2022 | $849,284 | -2.4% | 8,855 | 0.0% | 0.21% | -12.9% |
Q4 2021 | $869,827 | +33.1% | 8,855 | +15.9% | 0.24% | +39.5% |
Q3 2021 | $653,670 | – | 7,639 | – | 0.17% | – |
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% |