ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,836 | -10.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,151 | -74.5% | 43 | -75.4% | 0.00% | -80.0% |
| Q1 2023 | $12,359 | -6.3% | 175 | -9.3% | 0.01% | -23.1% |
| Q4 2022 | $13,190 | -5.8% | 193 | 0.0% | 0.01% | -13.3% |
| Q3 2022 | $14,000 | -51.7% | 193 | -47.4% | 0.02% | -46.4% |
| Q2 2022 | $29,000 | -19.4% | 367 | -1.9% | 0.03% | -6.7% |
| Q1 2022 | $36,000 | -2.7% | 374 | 0.0% | 0.03% | +11.1% |
| Q4 2021 | $37,000 | – | 374 | – | 0.03% | – |
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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% |