ICA Group Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 141 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$2,162
-2.0%
300.0%0.00%
Q4 2023$2,206
-49.8%
30
-50.0%
0.00%
-100.0%
Q2 2023$4,396
+3.8%
600.0%0.00%0.0%
Q1 2023$4,237
+3.3%
600.0%0.00%0.0%
Q4 2022$4,100600.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 394,081$27,862,00021.36%
NIEMANN CAPITAL MANAGEMENT INC 372,471$26,449,00017.71%
Franklin, Parlapiano, Turner & Welch, LLC 300,810$21,268,0008.39%
DERBY & COMPANY, INC 76,171$5,386,0002.92%
jvl associates llc 40,694$2,877,0002.66%
Belvedere Advisors LLC 2,502$176,0002.27%
Financial Management Professionals, Inc. 53,196$3,761,0001.51%
INTERACTIVE FINANCIAL ADVISORS, INC. 33,982$2,403,0001.16%
Financial Gravity Asset Management, Inc. 19,168$1,350,0001.09%
Cambria Investment Management, L.P. 96,224$6,803,0001.05%
View complete list of ISHARES TR shareholders