JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,441
-1.0%
180
+1.1%
0.00%
Q2 2023$5,497
+0.8%
178
+1.7%
0.00%
-100.0%
Q1 2023$5,455
+3.4%
175
+1.2%
0.00%0.0%
Q4 2022$5,274
-97.7%
173
-97.7%
0.00%
-96.2%
Q3 2022$233,000
-3.7%
7,373
+0.0%
0.03%0.0%
Q2 2022$242,000
-14.2%
7,370
-4.9%
0.03%
-3.7%
Q1 2022$282,000
-17.8%
7,751
-10.8%
0.03%
-15.6%
Q4 2021$343,000
-23.8%
8,693
-25.0%
0.03%
-30.4%
Q3 2021$450,000
-17.1%
11,598
-16.0%
0.05%
-43.2%
Q2 2021$543,000
-17.2%
13,808
-19.2%
0.08%
-39.6%
Q1 2021$656,000
-1.9%
17,087
-1.6%
0.13%
-4.3%
Q4 2020$669,000
+4.7%
17,371
-1.0%
0.14%
-7.9%
Q3 2020$639,000
+5.3%
17,541
+0.2%
0.15%
-3.2%
Q2 2020$607,000
+10.4%
17,511
+1.3%
0.16%
-4.8%
Q1 2020$550,000
-21.0%
17,279
-6.7%
0.16%
-3.5%
Q4 2019$696,000
-4.0%
18,526
-4.0%
0.17%
-7.6%
Q3 2019$725,000
+2.1%
19,306
+0.1%
0.18%
+2.8%
Q2 2019$710,000
+0.9%
19,279
+0.1%
0.18%
-2.2%
Q1 2019$704,000
+7.0%
19,251
+0.1%
0.18%
+4.5%
Q4 2018$658,000
-7.7%
19,232
+0.2%
0.18%
-4.3%
Q3 2018$713,000
-1.8%
19,191
-0.3%
0.18%
-3.7%
Q2 2018$726,000
-10.7%
19,247
-11.0%
0.19%
-11.2%
Q1 2018$813,000
-1.2%
21,636
+0.1%
0.22%
+6.4%
Q4 2017$823,000
-14.4%
21,618
-12.8%
0.20%
-18.9%
Q3 2017$962,000
+55.2%
24,780
+56.4%
0.25%
+46.5%
Q2 2017$620,000
-5.2%
15,841
-9.9%
0.17%
-4.0%
Q1 2017$654,0000.0%17,5860.0%0.18%0.0%
Q4 2016$654,000
-5.6%
17,586
+0.2%
0.18%
-10.6%
Q3 2016$693,000
-0.9%
17,555
+0.1%
0.20%
+2.6%
Q2 2016$699,000
+1.5%
17,534
-0.7%
0.19%
-4.9%
Q1 2016$689,000
-1.0%
17,654
-1.5%
0.20%
+1.5%
Q4 2015$696,000
+3.3%
17,914
+2.6%
0.20%
-32.7%
Q3 2015$674,000
-12.7%
17,465
-11.4%
0.30%
-25.0%
Q2 2015$772,000
-3.5%
19,702
-1.3%
0.40%
+5.6%
Q1 2015$800,000
+1.9%
19,956
+0.2%
0.38%
+200.0%
Q4 2014$785,000
-2.8%
19,907
-2.7%
0.12%
-11.3%
Q3 2014$808,000
-0.7%
20,454
+0.2%
0.14%
-5.4%
Q2 2014$814,000
-99.9%
20,407
-1.9%
0.15%
-66.9%
Q1 2014$812,215,000
+100421.7%
20,810
-5.2%
0.45%
+27.8%
Q4 2013$808,000
-36.2%
21,941
-34.2%
0.35%
-40.5%
Q3 2013$1,267,000
-99.9%
33,342
+5.3%
0.59%
-5.1%
Q2 2013$1,244,075,00031,6720.62%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders