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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $854,418 | +9.2% | 11,661 | +4.7% | 0.04% | +4.8% |
| Q1 2023 | $782,761 | +231.7% | 11,133 | +277.6% | 0.04% | +133.3% |
| Q2 2022 | $236,000 | +7766.7% | 2,948 | +9726.7% | 0.02% | – |
| Q3 2021 | $3,000 | -88.5% | 30 | -90.3% | 0.00% | -100.0% |
| Q2 2021 | $26,000 | -35.0% | 308 | -42.5% | 0.00% | -50.0% |
| Q1 2021 | $40,000 | -98.2% | 536 | -98.4% | 0.00% | -98.1% |
| Q4 2020 | $2,242,000 | – | 33,044 | – | 0.22% | – |
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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% |