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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $350,455 | +0.4% | 4,552 | -6.0% | 0.00% | 0.0% |
| Q1 2024 | $349,047 | -1.7% | 4,843 | +0.3% | 0.00% | 0.0% |
| Q4 2023 | $354,914 | +12.0% | 4,827 | +1.5% | 0.00% | 0.0% |
| Q3 2023 | $316,859 | -9.1% | 4,755 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $348,425 | +11.5% | 4,755 | +7.4% | 0.01% | 0.0% |
| Q1 2023 | $312,616 | -0.3% | 4,427 | -3.5% | 0.01% | 0.0% |
| Q4 2022 | $313,526 | -73.4% | 4,588 | -72.1% | 0.01% | -75.0% |
| Q3 2022 | $1,179,820 | -6.0% | 16,435 | +4.8% | 0.02% | -16.7% |
| Q2 2022 | $1,255,000 | -9.0% | 15,686 | +9.1% | 0.02% | +4.3% |
| Q1 2022 | $1,379,000 | – | 14,380 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 479,582 | $36,923,340 | 10.24% |
| Ascension Capital Advisors, Inc. | 75,424 | $5,806,947 | 3.08% |
| Cornerstone Planning Group LLC | 129,319 | $10,323,303 | 2.96% |
| Kure Advisory, LLC | 35,094 | $2,701,933 | 2.22% |
| Plan Group Financial, LLC | 47,067 | $3,623,684 | 2.22% |
| CASTLE WEALTH MANAGEMENT LLC | 50,307 | $3,873,154 | 1.86% |
| Fonville Wealth Management LLC | 40,960 | $3,153,556 | 1.25% |
| PACIFIC SUN FINANCIAL CORP | 25,297 | $1,947,634 | 1.15% |
| AXXCESS WEALTH MANAGEMENT, LLC | 469,295 | $36,131,335 | 0.96% |
| Sovereign Financial Group, Inc. | 39,517 | $3,042,444 | 0.76% |