JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 181 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.00 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 Q3 2018
NameSharesValueWeighting ↓
Manifold Partners, LLC 104,600$4,714,00012.63%
BigSur Wealth Management LLC 131,999$5,949,0003.72%
METLIFE INC 15,936$718,2363.71%
CKW FINANCIAL GROUP 349,414$15,741,0002.97%
EFG Asset Management (Americas) Corp. 151,305$6,927,0001.98%
Round Table Services, LLC 101,730$4,585,0001.57%
Lee Financial Co 123,465$5,565,0001.37%
Stelac Advisory Services LLC 91,882$4,141,0001.21%
Van Hulzen Asset Management, LLC 98,007$4,417,0001.18%
Palisades Hudson Asset Management, L.P. 47,819$2,155,0001.11%
View complete list of ISHARES TR shareholders