ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 137 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 26.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,763 | 0.0% | 3,013 | 0.0% | 0.18% | 0.0% |
| Q2 2023 | $220,763 | -52.1% | 3,013 | -53.9% | 0.18% | -45.7% |
| Q1 2023 | $461,320 | +3.9% | 6,532 | +0.5% | 0.32% | +48.6% |
| Q4 2022 | $444,008 | -3.9% | 6,497 | +1.1% | 0.22% | +23.9% |
| Q3 2022 | $462,000 | -9.1% | 6,427 | +1.2% | 0.18% | -47.0% |
| Q2 2022 | $508,000 | -58.1% | 6,353 | -49.7% | 0.33% | -50.9% |
| Q1 2022 | $1,212,000 | -2.1% | 12,639 | +0.3% | 0.68% | -0.1% |
| Q4 2021 | $1,238,000 | – | 12,600 | – | 0.68% | – |
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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% |