ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 137 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 26.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,893 | -10.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $10,991 | +3.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $10,593 | +3.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10,251 | +2.5% | 150 | +2.7% | 0.01% | -14.3% |
| Q3 2022 | $10,000 | -16.7% | 146 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $12,000 | -14.3% | 146 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 146 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | +27.3% | 146 | +9.8% | 0.01% | +60.0% |
| Q3 2021 | $11,000 | 0.0% | 133 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 132 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $10,000 | +11.1% | 132 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $9,000 | – | 132 | – | 0.01% | – |
Download | ||||||
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% |