JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$19,0000.0%1610.0%0.01%0.0%
Q2 2018$19,0000.0%1610.0%0.01%0.0%
Q1 2018$19,000
-9.5%
161
-6.9%
0.01%0.0%
Q4 2017$21,000
+5.0%
173
+7.5%
0.01%0.0%
Q3 2017$20,0000.0%1610.0%0.01%0.0%
Q2 2017$20,0000.0%1610.0%0.01%0.0%
Q1 2017$20,0000.0%1610.0%0.01%0.0%
Q4 2016$20,000
-66.7%
161
-66.2%
0.01%
-70.6%
Q3 2016$60,000
+757.1%
477
+767.3%
0.02%
+750.0%
Q2 2016$7,0000.0%550.0%0.00%0.0%
Q1 2016$7,000550.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders