ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 143 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.77 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $660,000 | -10.2% | 9,187 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $735,000 | -31.2% | 9,187 | -17.6% | 0.00% | -33.3% |
Q1 2022 | $1,069,000 | +11.8% | 11,147 | +14.6% | 0.00% | +50.0% |
Q4 2021 | $956,000 | +14.9% | 9,730 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $832,000 | +3.4% | 9,718 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $805,000 | +25.4% | 9,657 | +11.3% | 0.00% | 0.0% |
Q1 2021 | $642,000 | – | 8,680 | – | 0.00% | – |
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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% |