JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 392 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,387
+1.9%
850.0%0.00%0.0%
Q1 2024$7,248
+5.1%
85
+400.0%
0.00%0.0%
Q4 2023$6,896
+18.9%
170.0%0.00%0.0%
Q3 2023$5,802
-66.5%
17
-66.0%
0.00%
-50.0%
Q2 2023$17,296
+13.5%
500.0%0.00%
+100.0%
Q1 2023$15,235
+19.1%
500.0%0.00%0.0%
Q4 2022$12,792
-1.6%
500.0%0.00%0.0%
Q3 2022$13,0000.0%500.0%0.00%0.0%
Q2 2022$13,000
+116.7%
50
+194.1%
0.00%0.0%
Q1 2022$6,000
-92.2%
17
-95.2%
0.00%
-94.7%
Q2 2019$77,0003530.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 46,321$15,815,00011.22%
Financial Advantage, Inc. 31,059$10,604,0009.16%
Shannon River Fund Management LLC 300,000$102,426,0006.92%
GPS Wealth Strategies Group, LLC 52,238$17,835,0005.26%
MinichMacGregor Wealth Management, LLC 40,424$13,801,0005.16%
Covenant Multifamily Offices, LLC 71,194$24,307,0004.97%
360 Financial, Inc. 22,307$7,616,0004.29%
Friedenthal Financial 16,890$5,767,0004.25%
MCMILLION CAPITAL MANAGEMENT INC 19,912$6,798,0003.98%
SFMG, LLC 97,443$33,269,0003.86%
View complete list of ISHARES TR shareholders