IAM Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 133 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
IAM Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$204,000
-20.3%
2,122
-21.3%
0.08%
-17.8%
Q4 2021$256,000
+7.6%
2,698
-1.2%
0.10%0.0%
Q3 2021$238,0002,7310.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 322,556$19,382,0008.01%
Ascension Capital Advisors, Inc. 57,286$3,442,0003.01%
PACIFIC SUN FINANCIAL CORP 32,885$1,976,0001.78%
INTERACTIVE FINANCIAL ADVISORS, INC. 34,812$2,092,0001.03%
Keeley-Teton Advisors, LLC 69,342$4,167,0000.66%
Courage Miller Partners, LLC 16,937$1,017,0000.55%
Continuum Advisory, LLC 12,876$802,0000.50%
Financial Insights, Inc. 8,625$373,0000.33%
Disciplined Investments, LLC 6,908$415,0000.32%
BEAM WEALTH ADVISORS, INC. 4,387$268,0000.27%
View complete list of ISHARES TR shareholders