JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,775 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$39,267,222
-4.1%
671,005
-0.5%
3.10%
-4.7%
Q1 2024$40,944,961
+3.5%
674,102
+372.1%
3.25%
-3.3%
Q4 2023$39,570,960
+12.1%
142,778
+0.9%
3.36%
+1.0%
Q3 2023$35,292,262
-3.2%
141,537
+1.5%
3.33%
+1.6%
Q2 2023$36,460,238
+4.7%
139,438
+0.2%
3.28%
-0.1%
Q1 2023$34,817,099
+1.7%
139,179
-1.6%
3.28%
-2.0%
Q4 2022$34,229,293
+11.0%
141,508
+0.6%
3.35%
-0.9%
Q3 2022$30,837,000
-3.5%
140,642
-0.4%
3.38%
+0.3%
Q2 2022$31,942,000
-15.2%
141,191
+0.5%
3.37%
-5.2%
Q1 2022$37,681,000
-3.9%
140,422
+1.3%
3.56%
-3.8%
Q4 2021$39,225,000
+12.1%
138,566
+4.2%
3.70%
+3.0%
Q3 2021$34,986,000
+75.9%
132,993
+79.7%
3.59%
+20.9%
Q2 2021$19,894,000
+2.3%
74,028
-0.9%
2.97%
-25.1%
Q1 2021$19,442,000
+13.1%
74,697
-0.1%
3.97%
+9.9%
Q4 2020$17,189,000
+32.9%
74,791
+7.2%
3.61%
+17.4%
Q3 2020$12,929,000
+0.6%
69,768
-3.5%
3.07%
-7.7%
Q2 2020$12,850,000
+15.0%
72,267
-7.0%
3.33%
-0.6%
Q1 2020$11,173,000
-32.5%
77,668
-3.5%
3.35%
-17.9%
Q4 2019$16,560,000
+6.1%
80,460
-0.4%
4.08%
+2.4%
Q3 2019$15,607,000
-5.5%
80,768
-5.0%
3.98%
-4.8%
Q2 2019$16,518,000
-3.9%
85,029
-6.3%
4.18%
-6.7%
Q1 2019$17,187,000
+12.9%
90,745
-1.0%
4.48%
+9.9%
Q4 2018$15,223,000
-21.0%
91,669
-4.3%
4.08%
-17.9%
Q3 2018$19,274,000
-2.1%
95,752
-5.3%
4.96%
-4.3%
Q2 2018$19,693,000
+2.9%
101,106
-0.9%
5.18%
+2.7%
Q1 2018$19,136,000
-3.2%
102,020
-2.1%
5.05%
+4.3%
Q4 2017$19,775,000
+7.0%
104,202
+0.8%
4.84%
+1.4%
Q3 2017$18,487,000
+4.1%
103,337
+1.2%
4.78%
-2.1%
Q2 2017$17,762,000
+2.6%
102,110
-2.5%
4.88%
+4.0%
Q1 2017$17,315,0000.0%104,7260.0%4.69%0.0%
Q4 2016$17,315,000
+15.1%
104,726
+6.9%
4.69%
+9.0%
Q3 2016$15,049,000
+2.3%
97,922
-0.6%
4.30%
+5.8%
Q2 2016$14,711,000
+2.0%
98,474
-1.5%
4.06%
-4.4%
Q1 2016$14,417,000
+4.9%
99,985
+1.4%
4.25%
+7.4%
Q4 2015$13,739,000
+346.2%
98,612
+337.5%
3.96%
+191.8%
Q3 2015$3,079,000
+2286.8%
22,541
+2524.1%
1.36%
+1954.5%
Q2 2015$129,000
+95.5%
859
+99.3%
0.07%
+112.9%
Q1 2015$66,000
-1.5%
431
-6.3%
0.03%
+181.8%
Q4 2014$67,000
-40.7%
460
-44.1%
0.01%
-45.0%
Q3 2014$113,000
+91.5%
823
+101.2%
0.02%
+81.8%
Q2 2014$59,0004090.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Pachira Investments Inc. 152,236$27,235,00024.00%
ARKANSAS FINANCIAL GROUP, INC. 276,435$49,454,00022.32%
Lee Financial Co 315,797$56,496,00018.23%
Tarbox Family Office, Inc. 217,016$38,824,00017.02%
Affiance Financial, LLC 114,958$20,566,00016.56%
Connecticut Wealth Management, LLC 154,145$27,859,00016.37%
Legacy Wealth Management, Inc 355,437$63,587,00016.18%
EVERMAY WEALTH MANAGEMENT LLC 199,280$35,651,00015.48%
Acropolis Investment Management, LLC 508,376$90,948,00014.88%
Lenox Wealth Advisors, LLC 255,820$45,775,00014.11%
View complete list of ISHARES TR shareholders