Glass Jacobson Investment Advisors llc - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 138 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 4.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$35,092
+57.5%
456
+47.6%
0.01%
+62.5%
Q1 2024$22,282
-1.6%
309
+0.3%
0.01%
-11.1%
Q4 2023$22,634
+13.8%
308
+2.0%
0.01%0.0%
Q3 2023$19,896
-10.0%
3020.0%0.01%
-10.0%
Q2 2023$22,1043020.01%
Other shareholders
ISHARES TR shareholders Q4 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