JB Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 134 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
JB Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,183
-10.0%
3,4290.0%0.02%
-9.5%
Q2 2023$251,287
+4.1%
3,429
+0.3%
0.02%
-4.5%
Q1 2023$241,344
+12.7%
3,418
+9.1%
0.02%
+4.8%
Q4 2022$214,189
+0.6%
3,134
+17.4%
0.02%
-8.7%
Q2 2022$213,0002,6690.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 428,938$28,288,4418.78%
Ascension Capital Advisors, Inc. 72,254$4,765,1512.74%
Plan Group Financial, LLC 49,627$3,272,9292.36%
Cornerstone Planning Group LLC 88,375$5,828,3332.22%
CASTLE WEALTH MANAGEMENT LLC 46,346$3,086,4292.20%
Capital Asset Advisory Services LLC 451,562$30,489,4532.09%
Kure Advisory, LLC 27,323$1,801,9491.02%
AXXCESS WEALTH MANAGEMENT, LLC 443,310$29,236,2881.00%
H&H Retirement Design & Management INC 20,036$1,330,4730.92%
Procyon Advisors, LLC 120,736$7,962,5390.82%
View complete list of ISHARES TR shareholders