JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,067,312
-7.1%
90,420
-1.0%
0.76%
-2.6%
Q2 2023$8,686,229
+3.2%
91,347
+1.5%
0.78%
-1.6%
Q1 2023$8,419,307
+0.5%
89,959
-1.9%
0.79%
-3.2%
Q4 2022$8,374,762
+0.3%
91,718
-9.4%
0.82%
-10.5%
Q3 2022$8,351,000
-9.9%
101,288
-2.7%
0.92%
-6.3%
Q2 2022$9,267,000
-13.7%
104,084
-0.7%
0.98%
-3.5%
Q1 2022$10,733,000
+346.7%
104,828
+355.9%
1.01%
+346.3%
Q4 2021$2,403,000
+19.1%
22,994
+14.7%
0.23%
+9.7%
Q3 2021$2,018,000
+100800.0%
20,051
+100155.0%
0.21%
Q2 2021$2,000
-93.3%
20
-93.4%
0.00%
-100.0%
Q1 2021$30,000
+20.0%
3020.0%0.01%
+20.0%
Q4 2020$25,000
+38.9%
302
+100.0%
0.01%
+25.0%
Q3 2020$18,0000.0%1510.0%0.00%
-20.0%
Q2 2020$18,000
+20.0%
1510.0%0.01%
+25.0%
Q1 2020$15,000
-37.5%
1510.0%0.00%
-33.3%
Q4 2019$24,000
+4.3%
1510.0%0.01%0.0%
Q3 2019$23,000
+4.5%
1510.0%0.01%0.0%
Q2 2019$22,0000.0%1510.0%0.01%0.0%
Q1 2019$22,000
+10.0%
1510.0%0.01%
+20.0%
Q4 2018$20,000
-33.3%
151
-16.6%
0.01%
-37.5%
Q3 2018$30,000
+30.4%
181
+28.4%
0.01%
+33.3%
Q2 2018$23,000
+9.5%
1410.0%0.01%0.0%
Q1 2018$21,000
-4.5%
1410.0%0.01%
+20.0%
Q4 2017$22,000
+4.8%
1410.0%0.01%0.0%
Q3 2017$21,000
-19.2%
141
-24.2%
0.01%
-28.6%
Q2 2017$26,0000.0%1860.0%0.01%0.0%
Q1 2017$26,0000.0%1860.0%0.01%0.0%
Q4 2016$26,000
+13.0%
1860.0%0.01%0.0%
Q3 2016$23,000
+4.5%
1860.0%0.01%
+16.7%
Q2 2016$22,000
-21.4%
186
-23.8%
0.01%
-25.0%
Q1 2016$28,000
+7.7%
2440.0%0.01%
+14.3%
Q4 2015$26,000
+36.8%
244
+31.2%
0.01%
-12.5%
Q3 2015$19,000
-13.6%
1860.0%0.01%
-27.3%
Q2 2015$22,0000.0%1860.0%0.01%
+10.0%
Q1 2015$22,0000.0%1860.0%0.01%
+233.3%
Q4 2014$22,000
+10.0%
1860.0%0.00%0.0%
Q3 2014$20,000
-4.8%
1860.0%0.00%
-25.0%
Q2 2014$21,0001860.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders