JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 217 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$189,000
-0.5%
3,416
+0.5%
0.02%
-32.1%
Q2 2021$190,000
+4.4%
3,399
+0.2%
0.03%
-24.3%
Q1 2021$182,000
+2.8%
3,3920.0%0.04%0.0%
Q4 2020$177,000
-7.3%
3,392
-13.8%
0.04%
-17.8%
Q3 2020$191,000
+4.4%
3,936
-0.3%
0.04%
-4.3%
Q2 2020$183,000
+12.3%
3,949
+0.5%
0.05%
-4.1%
Q1 2020$163,000
-14.2%
3,931
-1.1%
0.05%
+4.3%
Q4 2019$190,000
+5.0%
3,973
+1.3%
0.05%
+2.2%
Q3 2019$181,000
+1.1%
3,923
+0.9%
0.05%
+2.2%
Q2 2019$179,000
-3.8%
3,887
-6.4%
0.04%
-6.2%
Q1 2019$186,000
+9.4%
4,151
+0.8%
0.05%
+4.3%
Q4 2018$170,000
-75.1%
4,119
-72.8%
0.05%
-73.9%
Q3 2018$683,000
-8.3%
15,134
-9.9%
0.18%
-10.2%
Q2 2018$745,000
+4.6%
16,794
+5.1%
0.20%
+4.3%
Q1 2018$712,000
-34.6%
15,980
-34.1%
0.19%
-29.3%
Q4 2017$1,088,000
+3.0%
24,231
+2.8%
0.27%
-2.6%
Q3 2017$1,056,000
+4.5%
23,567
+1.6%
0.27%
-1.8%
Q2 2017$1,011,000
+19.1%
23,185
+10.8%
0.28%
+20.9%
Q1 2017$849,0000.0%20,9250.0%0.23%0.0%
Q4 2016$849,000
+4.6%
20,925
+6.1%
0.23%
-0.9%
Q3 2016$812,000
+7.3%
19,723
+4.3%
0.23%
+11.0%
Q2 2016$757,000
+9.2%
18,916
+7.7%
0.21%
+2.5%
Q1 2016$693,000
+3.3%
17,570
+1.8%
0.20%
+5.7%
Q4 2015$671,00017,2630.19%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 1,207,134$57,749,00013.69%
MARINO, STRAM & ASSOCIATES LLC 126,725$6,063,0003.97%
CAHILL FINANCIAL ADVISORS INC 158,130$7,565,0002.75%
Madrona Financial Services, LLC 76,543$3,662,0002.66%
NORTHWEST WEALTH MANAGEMENT, LLC 56,789$2,717,0002.49%
Aveo Capital Partners, LLC 119,002$5,693,0002.25%
Weaver Consulting Group 88,170$4,061,0002.17%
OXFORD FINANCIAL GROUP, LTD. LLC 148,794$7,118,0001.98%
RESTON WEALTH MANAGEMENT LLC 44,371$2,123,0001.70%
PATTON ALBERTSON MILLER GROUP, LLC 82,527$3,948,0001.04%
View complete list of ISHARES TR shareholders