JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

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ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 566 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,353
-3.3%
590.0%0.00%–
Q2 2023$5,534
+1.3%
590.0%0.00%
-100.0%
Q1 2023$5,463
+1.6%
590.0%0.00%0.0%
Q4 2022$5,377
+7.5%
590.0%0.00%0.0%
Q3 2022$5,0000.0%590.0%0.00%0.0%
Q2 2022$5,000
-16.7%
590.0%0.00%0.0%
Q1 2022$6,000
-25.0%
59
-15.7%
0.00%0.0%
Q4 2021$8,000
+33.3%
70
+18.6%
0.00%0.0%
Q3 2021$6,0000.0%590.0%0.00%0.0%
Q2 2021$6,0000.0%590.0%0.00%0.0%
Q1 2021$6,000
+20.0%
590.0%0.00%0.0%
Q4 2020$5,000
+25.0%
590.0%0.00%0.0%
Q3 2020$4,0000.0%590.0%0.00%0.0%
Q2 2020$4,0000.0%590.0%0.00%0.0%
Q1 2020$4,000
-20.0%
590.0%0.00%0.0%
Q4 2019$5,0000.0%590.0%0.00%0.0%
Q3 2019$5,0000.0%590.0%0.00%0.0%
Q2 2019$5,0000.0%590.0%0.00%0.0%
Q1 2019$5,000
+25.0%
590.0%0.00%0.0%
Q4 2018$4,000–59–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 251,963$22,858,04412.47%
Matson Money. Inc. 3,616,038$328,046,96711.86%
Summit Wealth Group, LLC 84,398$7,6576.83%
Wharton Business Group, LLC 1,206,737$109,4756.08%
SYNTAX RESEARCH, INC. 78,196$7,093,9355.74%
Kathmere Capital Management, LLC 384,175$34,852,3415.16%
CFO4Life Group, LLC 239,072$21,688,6195.01%
Gunma Bank,Ltd. 63,000$5,7154.16%
Wolf Group Capital Advisors 93,876$8,516,4414.03%
US FINANCIAL ADVISORS, LLC 96,505$8,754,9433.64%
View complete list of ISHARES TR shareholders