Eagle Strategies 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 Q3 2022. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
Eagle Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,517,404
-6.6%
22,203
-1.9%
0.45%
-46.6%
Q3 2022$1,625,000
-40.5%
22,627
-33.7%
0.85%
-14.7%
Q2 2022$2,729,000
-10.0%
34,119
+8.0%
1.00%
-16.0%
Q1 2022$3,031,000
+5.1%
31,603
+7.6%
1.18%
+5.3%
Q4 2021$2,884,00029,3641.12%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Claremont Financial Group, Inc. 26,298$2,567,00010.97%
Franklin, Parlapiano, Turner & Welch, LLC 353,896$33,942,00010.09%
Ascension Capital Advisors, Inc. 74,482$7,144,0005.76%
Bullseye Investment Management, LLC 63,185$6,060,0005.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 47,367$4,543,0002.13%
Clearwater Capital Advisors, LLC 173,922$16,681,0001.91%
Capital Asset Advisory Services LLC 163,679$15,698,0001.67%
PACIFIC SUN FINANCIAL CORP 31,077$2,981,0001.63%
Ackerman Capital Advisors, LLC 54,385$5,216,0001.23%
Eagle Strategies LLC 31,603$3,031,0001.18%
View complete list of ISHARES TR shareholders