BUCKINGHAM STRATEGIC PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 37.80 and the average weighting 0.3%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,085,079
+9.4%
27,082
+2.5%
0.06%0.0%
Q1 2024$1,905,11226,4340.06%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 479,582$36,923,34010.24%
Ascension Capital Advisors, Inc. 75,424$5,806,9473.08%
Cornerstone Planning Group LLC 129,319$10,323,3032.96%
Kure Advisory, LLC 35,094$2,701,9332.22%
Plan Group Financial, LLC 47,067$3,623,6842.22%
CASTLE WEALTH MANAGEMENT LLC 50,307$3,873,1541.86%
Fonville Wealth Management LLC 40,960$3,153,5561.25%
PACIFIC SUN FINANCIAL CORP 25,297$1,947,6341.15%
AXXCESS WEALTH MANAGEMENT, LLC 469,295$36,131,3350.96%
Sovereign Financial Group, Inc. 39,517$3,042,4440.76%
View complete list of ISHARES TR shareholders