JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,416,503
+0.1%
61,137
+3.9%
0.42%
+5.0%
Q2 2023$4,412,965
+13.6%
58,840
+8.3%
0.40%
+8.5%
Q1 2023$3,885,547
+6.4%
54,336
+1.6%
0.37%
+2.5%
Q4 2022$3,651,641
+2.1%
53,465
-5.8%
0.36%
-8.9%
Q3 2022$3,577,000
-0.6%
56,757
+0.5%
0.39%
+3.2%
Q2 2022$3,598,000
-17.6%
56,453
-0.1%
0.38%
-7.8%
Q1 2022$4,368,000
-13.8%
56,531
-4.9%
0.41%
-13.8%
Q4 2021$5,068,000
+7.9%
59,444
+0.2%
0.48%
-0.8%
Q3 2021$4,697,000
+469600.0%
59,313
+370606.2%
0.48%
Q2 2021$1,000
-87.5%
16
-68.6%
0.00%
-100.0%
Q1 2016$8,0000.0%510.0%0.00%0.0%
Q4 2015$8,000510.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders