JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$25,948
-3.9%
4950.0%0.00%0.0%
Q1 2024$26,998
+3.9%
495
+400.0%
0.00%0.0%
Q4 2023$25,993
+8.9%
99
+2.1%
0.00%0.0%
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 Q2 2022
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 86,629$4,541,1051.14%
Mason & Associates Inc 75,936$3,980,5601.06%
Wharton Business Group, LLC 335,550$17,5900.91%
Carl P. Sherr & Co., LLC 15,955$836,3610.47%
GARRISON POINT ADVISORS, LLC 11,710$613,8380.40%
LEUTHOLD GROUP, LLC 56,942$2,984,9000.34%
Meridian Financial, LLC 8,140$426,7070.31%
49 WEALTH MANAGEMENT, LLC 29,675$1,534,2120.30%
Terra Nova Asset Management LLC 6,688$350,5700.28%
Sebold Capital Management, Inc. 7,030$368,5130.25%
View complete list of ISHARES TR shareholders