JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. 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$97,435
+0.0%
8820.0%0.01%0.0%
Q2 2023$97,417
-0.0%
8820.0%0.01%0.0%
Q1 2023$97,461
+0.5%
8820.0%0.01%0.0%
Q4 2022$96,949
-0.1%
8820.0%0.01%
-18.2%
Q3 2022$97,0000.0%8820.0%0.01%
+10.0%
Q2 2022$97,0000.0%8820.0%0.01%
+11.1%
Q1 2022$97,0000.0%8820.0%0.01%0.0%
Q4 2021$97,0000.0%8820.0%0.01%
-10.0%
Q3 2021$97,000882
+44000.0%
0.01%
Q2 2020$020.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 54,968$6,061,0005.65%
SFMG, LLC 211,758$23,340,0005.32%
Quantitative Advantage, LLC 163,672$18,040,0005.13%
Horizon Investments, LLC 591,733$65,221,0005.13%
CURIAN CAPITAL LLC 536,650$59,150,0004.38%
AMERICAN ASSET MANAGEMENT INC. 28,000$3,086,0002.92%
HT Partners LLC 32,870$3,623,0002.35%
JAMES INVESTMENT RESEARCH INC 855,408$94,283,0002.33%
Milliman Financial Risk Management LLC 1,921,514$211,789,0002.22%
CEDAR CAPITAL, LLC 77,085$8,496,0001.90%
View complete list of ISHARES TR shareholders