JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders