JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 198 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.2%.

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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$2,000–29–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders