Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 134 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.15 and the average weighting 0.2%.

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 2023
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 353,506$30,250,0009.50%
Portfolio Strategies, Inc. 335,467$28,702,0005.75%
Ascension Capital Advisors, Inc. 70,341$6,019,0003.93%
INTERACTIVE FINANCIAL ADVISORS, INC. 48,940$4,188,0001.83%
Clearwater Capital Advisors, LLC 178,477$15,272,0001.77%
Capital Asset Advisory Services LLC 182,714$15,635,0001.74%
PACIFIC SUN FINANCIAL CORP 30,773$2,633,0001.51%
Aveo Capital Partners, LLC 46,046$3,940,0000.82%
ASSETMARK, INC 1,771,270$151,568,0000.68%
Evolution Wealth Advisors, LLC 35,470$3,035,0000.65%
View complete list of ISHARES TR shareholders