JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.15 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 Q3 2018
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders