Wealth Quarterback LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 156 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Quarterback LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$10,000
+11.1%
1060.0%0.01%
+40.0%
Q2 2021$9,000
-99.8%
106
+3.9%
0.01%0.0%
Q1 2020$5,618,000
-27.6%
102
-1.0%
0.01%
-28.6%
Q4 2019$7,757,0001030.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 251,986$15,626,0007.76%
INTERACTIVE FINANCIAL ADVISORS, INC. 43,451$2,694,0001.36%
Courage Miller Partners, LLC 23,274$1,443,0001.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 68,861$4,270,0000.70%
Migdal Insurance & Financial Holdings Ltd. 325,775$20,201,0000.51%
Snowden Capital Advisors LLC 31,437$1,949,4080.49%
Financial Architects, Inc 23,420$1,452,0000.34%
BOK Financial Private Wealth, Inc. 18,764$1,164,0000.18%
Boltwood Capital Management 3,600$223,0000.17%
Nadler Financial Group, Inc. 5,280$327,0000.12%
View complete list of ISHARES TR shareholders