JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 179 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$16,000
+6.7%
3140.0%0.00%0.0%
Q4 2020$15,000
+15.4%
3140.0%0.00%0.0%
Q3 2020$13,0000.0%3140.0%0.00%0.0%
Q2 2020$13,000
+18.2%
3140.0%0.00%0.0%
Q1 2020$11,000
-26.7%
3140.0%0.00%
-25.0%
Q4 2019$15,000
+7.1%
3140.0%0.00%0.0%
Q3 2019$14,0000.0%3140.0%0.00%0.0%
Q2 2019$14,0000.0%3140.0%0.00%0.0%
Q1 2019$14,000
+16.7%
3140.0%0.00%
+33.3%
Q4 2018$12,000
-14.3%
3140.0%0.00%
-25.0%
Q3 2018$14,0000.0%3140.0%0.00%0.0%
Q2 2018$14,000
-6.7%
3140.0%0.00%0.0%
Q1 2018$15,0000.0%3140.0%0.00%0.0%
Q4 2017$15,0000.0%3140.0%0.00%0.0%
Q3 2017$15,000
+7.1%
3140.0%0.00%0.0%
Q2 2017$14,000
+16.7%
3140.0%0.00%
+33.3%
Q1 2017$12,0000.0%3140.0%0.00%0.0%
Q4 2016$12,0000.0%3140.0%0.00%0.0%
Q3 2016$12,0000.0%3140.0%0.00%0.0%
Q2 2016$12,0000.0%3140.0%0.00%
-25.0%
Q1 2016$12,000
-7.7%
3140.0%0.00%0.0%
Q4 2015$13,000
+8.3%
3140.0%0.00%
-20.0%
Q3 2015$12,000
-14.3%
3140.0%0.01%
-28.6%
Q2 2015$14,0000.0%3140.0%0.01%0.0%
Q1 2015$14,000
+7.7%
3140.0%0.01%
+250.0%
Q4 2014$13,000
-7.1%
3140.0%0.00%0.0%
Q3 2014$14,000
-6.7%
3140.0%0.00%
-33.3%
Q2 2014$15,0003140.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders