LAKE STREET ADVISORS GROUP, LLC - 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
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,874,000
+172778.2%
28,408
+92.1%
0.11%
+85.0%
Q2 2023$1,084
+4.3%
14,788
+0.5%
0.06%
-6.2%
Q1 2023$1,039
+3.9%
14,711
+0.5%
0.06%
-3.0%
Q4 2022$1,000
-99.9%
14,633
+1.5%
0.07%
-12.0%
Q3 2022$1,036,00014,4180.08%
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