Capital Analysts, LLC - 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
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$4,0000.0%630.0%0.00%
Q1 2018$4,0000.0%630.0%0.00%
-100.0%
Q4 2017$4,0000.0%630.0%0.00%0.0%
Q3 2017$4,000
-99.9%
630.0%0.00%0.0%
Q3 2016$4,127,000630.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 322,556$19,382,0008.01%
Ascension Capital Advisors, Inc. 57,286$3,442,0003.01%
PACIFIC SUN FINANCIAL CORP 32,885$1,976,0001.78%
INTERACTIVE FINANCIAL ADVISORS, INC. 34,812$2,092,0001.03%
Keeley-Teton Advisors, LLC 69,342$4,167,0000.66%
Courage Miller Partners, LLC 16,937$1,017,0000.55%
Continuum Advisory, LLC 12,876$802,0000.50%
Financial Insights, Inc. 8,625$373,0000.33%
Disciplined Investments, LLC 6,908$415,0000.32%
BEAM WEALTH ADVISORS, INC. 4,387$268,0000.27%
View complete list of ISHARES TR shareholders