ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.85 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,695 | -10.0% | 147 | 0.0% | 0.00% | – |
| Q2 2023 | $10,771 | +3.8% | 147 | 0.0% | 0.00% | – |
| Q1 2023 | $10,381 | +57572.2% | 147 | -44.7% | 0.00% | -100.0% |
| Q4 2022 | $18 | -99.9% | 266 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -13.6% | 266 | -4.3% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -18.5% | 278 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | +3.8% | 278 | +4.5% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +116.7% | 266 | +97.0% | 0.00% | – |
| Q3 2021 | $12,000 | +9.1% | 135 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | – | 135 | – | 0.00% | – |
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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% |