JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 172 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,872
+9225.0%
97
+9600.0%
0.00%
Q2 2023$256
+3.2%
10.0%0.00%
Q1 2023$248
-7.5%
10.0%0.00%
Q4 2022$26810.0%0.00%
Q3 2022$010.0%0.00%
Q2 2022$0
-100.0%
1
-98.6%
0.00%
-100.0%
Q1 2022$20,000
-4.8%
710.0%0.00%0.0%
Q4 2021$21,000
+16.7%
710.0%0.00%0.0%
Q3 2021$18,000710.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders