JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,971
-1.5%
7300.0%0.01%0.0%
Q2 2023$75,117
-54.9%
730
-54.2%
0.01%
-56.2%
Q1 2023$166,453
+2.0%
1,5930.0%0.02%0.0%
Q4 2022$163,219
+0.8%
1,5930.0%0.02%
-11.1%
Q3 2022$162,000
-3.6%
1,5930.0%0.02%0.0%
Q2 2022$168,000
+112.7%
1,593
+118.2%
0.02%
+157.1%
Q1 2022$79,000
-4.8%
7300.0%0.01%
-12.5%
Q4 2021$83,000
-1.2%
7300.0%0.01%
-11.1%
Q3 2021$84,0007300.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders