Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 139 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$664,742
-6.2%
10,079
+4.3%
0.39%
-3.9%
Q2 2023$708,337
+18.2%
9,667
+13.9%
0.41%
+19.2%
Q1 2023$599,523
-11.3%
8,489
-14.2%
0.34%
-24.4%
Q4 2022$676,173
+16.8%
9,894
+22.8%
0.45%
+8.9%
Q3 2022$579,0008,0600.42%
Other shareholders
ISHARES TR shareholders Q3 2022
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