JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,157,654
-4.7%
45,898
-0.2%
0.20%0.0%
Q2 2023$2,263,419
-2.0%
45,986
-2.9%
0.20%
-6.4%
Q1 2023$2,309,912
+1.0%
47,363
-5.8%
0.22%
-2.7%
Q4 2022$2,286,893
-23.4%
50,261
-32.7%
0.22%
-31.7%
Q3 2022$2,987,000
-9.0%
74,668
+2.3%
0.33%
-5.5%
Q2 2022$3,284,000
-26.8%
72,980
-15.0%
0.35%
-18.2%
Q1 2022$4,489,000
+18.8%
85,875
+26.4%
0.42%
+19.1%
Q4 2021$3,779,000
+1.9%
67,961
+1.5%
0.36%
-6.6%
Q3 2021$3,709,000
-11.0%
66,943
-7.7%
0.38%
-38.7%
Q2 2021$4,169,000
+8.2%
72,493
+3.8%
0.62%
-20.9%
Q1 2021$3,852,000
+9.9%
69,810
+5.7%
0.79%
+6.8%
Q4 2020$3,504,000
+33.0%
66,064
+15.3%
0.74%
+17.6%
Q3 2020$2,635,000
+7.1%
57,301
+0.7%
0.63%
-1.9%
Q2 2020$2,461,000
+14.3%
56,903
-0.5%
0.64%
-1.2%
Q1 2020$2,153,000
+33.4%
57,192
+74.0%
0.65%
+62.7%
Q4 2019$1,614,000
+11.0%
32,863
+4.1%
0.40%
+7.0%
Q3 2019$1,454,000
+7.5%
31,568
+9.1%
0.37%
+8.5%
Q2 2019$1,353,000
+9.3%
28,939
+8.1%
0.34%
+5.9%
Q1 2019$1,238,000
+6.3%
26,762
-3.6%
0.32%
+3.5%
Q4 2018$1,165,000
-12.1%
27,766
-0.0%
0.31%
-8.5%
Q3 2018$1,325,000
+32.9%
27,778
+31.6%
0.34%
+30.2%
Q2 2018$997,000
-3.3%
21,105
+1.7%
0.26%
-3.7%
Q1 2018$1,031,000
-58.4%
20,747
-58.2%
0.27%
-55.2%
Q4 2017$2,480,000
+2.6%
49,653
-0.7%
0.61%
-2.9%
Q3 2017$2,418,000
+21.3%
50,006
+14.3%
0.62%
+14.1%
Q2 2017$1,994,000
+36.0%
43,736
+20.2%
0.55%
+38.0%
Q1 2017$1,466,0000.0%36,4010.0%0.40%0.0%
Q4 2016$1,466,000
-15.2%
36,401
-12.6%
0.40%
-19.6%
Q3 2016$1,728,000
+1.8%
41,653
-4.4%
0.49%
+5.3%
Q2 2016$1,698,000
+87.6%
43,587
+90.2%
0.47%
+75.7%
Q1 2016$905,000
-49.8%
22,913
-49.6%
0.27%
-48.6%
Q4 2015$1,801,00045,4660.52%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders