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 353,506$30,250,0009.50%
Portfolio Strategies, Inc. 335,467$28,702,0005.75%
Ascension Capital Advisors, Inc. 70,341$6,019,0003.93%
INTERACTIVE FINANCIAL ADVISORS, INC. 48,940$4,188,0001.83%
Clearwater Capital Advisors, LLC 178,477$15,272,0001.77%
Capital Asset Advisory Services LLC 182,714$15,635,0001.74%
PACIFIC SUN FINANCIAL CORP 30,773$2,633,0001.51%
Aveo Capital Partners, LLC 46,046$3,940,0000.82%
ASSETMARK, INC 1,771,270$151,568,0000.68%
Evolution Wealth Advisors, LLC 35,470$3,035,0000.65%
View complete list of ISHARES TR shareholders