JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JPXN and the CUSIP is 464287382. A total of 27 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$18,000
+5.9%
2380.0%0.00%0.0%
Q4 2020$17,000
+13.3%
2380.0%0.00%0.0%
Q3 2020$15,000
+7.1%
2380.0%0.00%0.0%
Q2 2020$14,000
+7.7%
2380.0%0.00%0.0%
Q1 2020$13,000
-13.3%
2380.0%0.00%0.0%
Q4 2019$15,0000.0%2380.0%0.00%0.0%
Q3 2019$15,000
+7.1%
2380.0%0.00%0.0%
Q2 2019$14,0000.0%2380.0%0.00%0.0%
Q1 2019$14,000
+7.7%
2380.0%0.00%
+33.3%
Q4 2018$13,000
-13.3%
2380.0%0.00%
-25.0%
Q3 2018$15,0000.0%2380.0%0.00%0.0%
Q2 2018$15,000
-6.2%
2380.0%0.00%0.0%
Q1 2018$16,000
+6.7%
2380.0%0.00%0.0%
Q4 2017$15,000
+7.1%
2380.0%0.00%0.0%
Q3 2017$14,0000.0%2380.0%0.00%0.0%
Q2 2017$14,000
+7.7%
2380.0%0.00%0.0%
Q1 2017$13,0000.0%2380.0%0.00%0.0%
Q4 2016$13,0000.0%2380.0%0.00%0.0%
Q3 2016$13,000
+8.3%
2380.0%0.00%
+33.3%
Q2 2016$12,0000.0%2380.0%0.00%
-25.0%
Q1 2016$12,000
-7.7%
2380.0%0.00%0.0%
Q4 2015$13,000
+8.3%
2380.0%0.00%
-20.0%
Q3 2015$12,000
-7.7%
2380.0%0.01%
-28.6%
Q2 2015$13,0000.0%2380.0%0.01%
+16.7%
Q1 2015$13,000
+8.3%
2380.0%0.01%
+200.0%
Q4 2014$12,0000.0%2380.0%0.00%0.0%
Q3 2014$12,0000.0%2380.0%0.00%0.0%
Q2 2014$12,0002380.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
XPONANCE, INC. 132,031$8,421,267,0005.16%
FLOW TRADERS U.S. LLC 52,985$3,380,0000.29%
Family Firm, Inc. 8,872$566,0000.19%
Advisory Services Network, LLC 19,001$1,212,0000.06%
Compagnie Lombard Odier SCmA 4,600$293,0000.01%
FIDUCIARY TRUST CO 6,600$421,0000.01%
Pinnacle Bancorp, Inc. 153$10,0000.01%
JFS WEALTH ADVISORS, LLC 238$15,0000.00%
Baystate Wealth Management LLC 552$35,0000.00%
MORGAN STANLEY 201,129$12,829,0000.00%
View complete list of ISHARES TR shareholders