JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,365
-3.6%
680.0%0.00%0.0%
Q2 2023$19,058
+2.6%
680.0%0.00%0.0%
Q1 2023$18,569
-3.7%
680.0%0.00%0.0%
Q4 2022$19,292
-91.7%
68
-92.6%
0.00%
-92.3%
Q3 2022$233,000
-6.0%
9220.0%0.03%0.0%
Q2 2022$248,000
+15.3%
922
+23.9%
0.03%
+30.0%
Q1 2022$215,000
-3.6%
7440.0%0.02%
-4.8%
Q4 2021$223,000
-51.7%
744
-55.5%
0.02%
-55.3%
Q3 2021$462,0001,6730.05%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders