Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 111 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$3,799,000
+1.4%
39,606
+3.9%
0.78%
+38.0%
Q4 2021$3,745,000
+23.4%
38,128
+7.5%
0.57%
-12.9%
Q3 2021$3,035,000
+6.6%
35,470
+3.8%
0.65%
+12.3%
Q2 2021$2,847,00034,1700.58%
Other shareholders
ISHARES TR shareholders Q2 2021
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