JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 455 filers reported holding ISHARES TR in Q2 2022. 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 TR
ValueSharesWeighting
Q2 2024$1,164,465
-0.1%
27,594
+0.7%
0.09%
-1.1%
Q1 2024$1,165,695
+46.4%
27,396
+45.2%
0.09%
+36.8%
Q4 2023$796,346
+14.1%
18,862
+10.9%
0.07%
+3.0%
Q3 2023$698,025
-5.0%
17,013
-4.0%
0.07%0.0%
Q2 2023$734,405
+6.6%
17,718
+7.2%
0.07%
+1.5%
Q1 2023$689,059
+7.6%
16,532
+5.6%
0.06%
+3.2%
Q4 2022$640,264
-16.4%
15,658
-18.4%
0.06%
-25.0%
Q3 2022$766,000
-3.3%
19,182
-1.8%
0.08%0.0%
Q2 2022$792,000
-45.6%
19,541
-41.0%
0.08%
-38.7%
Q1 2022$1,456,000
-2.9%
33,113
+0.1%
0.14%
-2.8%
Q4 2021$1,499,000
-1.5%
33,080
-0.7%
0.14%
-9.6%
Q3 2021$1,522,00033,3020.16%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders