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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,561 | -93.2% | 54 | -92.4% | 0.00% | -90.0% |
| Q2 2023 | $52,169 | -55.1% | 712 | -56.7% | 0.01% | -58.3% |
| Q1 2023 | $116,099 | -4.8% | 1,644 | -3.2% | 0.02% | -22.6% |
| Q3 2022 | $122,000 | -10.3% | 1,699 | 0.0% | 0.03% | -11.4% |
| Q2 2022 | $136,000 | -16.6% | 1,699 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $163,000 | -2.4% | 1,699 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $167,000 | +135.2% | 1,699 | +106.2% | 0.04% | +105.6% |
| Q3 2021 | $71,000 | +255.0% | 824 | +250.6% | 0.02% | +260.0% |
| Q2 2021 | $20,000 | – | 235 | – | 0.01% | – |
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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% |