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 6 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

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 Q4 2023
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders