JFS WEALTH ADVISORS, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$548,790
+0.3%
11,0000.0%0.05%
+6.1%
Q2 2023$546,920
+0.2%
11,0000.0%0.05%
-3.9%
Q1 2023$545,600
+0.7%
11,0000.0%0.05%
-3.8%
Q4 2022$541,970
-0.0%
11,0000.0%0.05%
-10.2%
Q3 2022$542,0000.0%11,0000.0%0.06%
+3.5%
Q2 2022$542,000
-0.6%
11,0000.0%0.06%
+11.8%
Q1 2022$545,000
+43.0%
11,000
+44.3%
0.05%
+41.7%
Q4 2021$381,000
-0.3%
7,6240.0%0.04%
-7.7%
Q3 2021$382,0007,6240.04%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders