JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,124
+0.2%
6170.0%0.00%0.0%
Q2 2023$46,031
+5.3%
617
+0.3%
0.00%0.0%
Q1 2023$43,723
-5.3%
615
+0.5%
0.00%
-20.0%
Q4 2022$46,164
+12.6%
612
+2.0%
0.01%
+25.0%
Q3 2022$41,000
-2.4%
6000.0%0.00%0.0%
Q2 2022$42,000
-17.6%
6000.0%0.00%
-20.0%
Q1 2022$51,000
+1600.0%
600
+1969.0%
0.01%
+400.0%
Q2 2018$3,0000.0%290.0%0.00%0.0%
Q1 2018$3,0000.0%290.0%0.00%0.0%
Q4 2017$3,0000.0%290.0%0.00%0.0%
Q3 2017$3,0000.0%290.0%0.00%0.0%
Q2 2017$3,0000.0%290.0%0.00%0.0%
Q1 2017$3,0000.0%290.0%0.00%0.0%
Q4 2016$3,0000.0%290.0%0.00%0.0%
Q3 2016$3,000
+50.0%
290.0%0.00%0.0%
Q2 2016$2,0000.0%290.0%0.00%0.0%
Q1 2016$2,000
-33.3%
290.0%0.00%0.0%
Q4 2015$3,000
+50.0%
290.0%0.00%0.0%
Q3 2015$2,000
-33.3%
290.0%0.00%
-50.0%
Q2 2015$3,0000.0%290.0%0.00%
+100.0%
Q1 2015$3,0000.0%290.0%0.00%
Q4 2014$3,000
+50.0%
290.0%0.00%
Q3 2014$2,0000.0%290.0%0.00%
Q2 2014$2,000290.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 158,051$13,140,0004.49%
Nan Shan Life Insurance Co., Ltd. 254,305$21,143,0002.80%
Institute for Wealth Management, LLC. 34,833$2,896,0002.50%
Kovack Advisors, Inc. 17,405$1,447,0002.10%
Somerset Group LLC 24,329$2,023,0001.84%
Jaffetilchin Investment Partners, LLC 60,035$4,991,0001.78%
ASSETMARK, INC 903,389$75,108,0001.60%
PATTEN & PATTEN INC/TN 114,960$9,558,0001.55%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 4,848$403,0001.32%
BENJAMIN F. EDWARDS & COMPANY, INC. 54,276$4,513,0001.15%
View complete list of ISHARES TR shareholders