Glass Jacobson Investment Advisors llc - ISHARES TR ownership

ISHARES TR's ticker is ISVL and the CUSIP is 46436E510. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$89,826
+16.6%
2,924
+20.0%
0.04%
+17.1%
Q2 2023$77,032
+61.3%
2,436
+53.8%
0.04%
+45.8%
Q4 2022$47,7591,5840.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Municipal Employees' Retirement System of Michigan 4,592,859$141,0961.96%
Glass Jacobson Investment Advisors llc 2,924$89,8260.04%
Perigon Wealth Management, LLC 7,657$235,2210.01%
OLD MISSION CAPITAL LLC 10,656$327,3610.01%
Cetera Investment Advisers 11,325$347,9240.00%
Anchor Investment Management, LLC 600$18,4320.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,161$219,9810.00%
Creative Planning 18,723$575,1860.00%
BANK OF AMERICA CORP /DE/ 200$6,1440.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ISHARES TR shareholders