JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders