JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,798,811
-9.5%
84,970
-1.8%
0.17%
-5.0%
Q2 2023$1,988,210
-63.3%
86,557
-63.4%
0.18%
-65.0%
Q1 2023$5,420,366
+1.0%
236,388
+0.0%
0.51%
-2.7%
Q4 2022$5,366,334
+149.5%
236,298
+133.7%
0.52%
+122.5%
Q3 2022$2,151,000
-11.5%
101,111
+0.6%
0.24%
-8.2%
Q2 2022$2,431,000
-19.0%
100,533
-2.2%
0.26%
-9.2%
Q1 2022$3,003,000
-6.3%
102,808
-1.8%
0.28%
-6.3%
Q4 2021$3,205,000
+1.9%
104,695
-8.7%
0.30%
-6.5%
Q3 2021$3,144,000
-9.5%
114,702
-8.5%
0.32%
-37.8%
Q2 2021$3,475,000
+14.3%
125,359
+5.1%
0.52%
-16.3%
Q1 2021$3,039,000
+10.3%
119,252
+3.6%
0.62%
+7.3%
Q4 2020$2,755,000
+3835.7%
115,136
+3382.6%
0.58%
+3300.0%
Q3 2020$70,000
+268.4%
3,306
+262.5%
0.02%
+240.0%
Q2 2020$19,0009120.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 828,280$22,877,0005.07%
SVB Investment Services Inc. 181,510$5,013,0004.75%
Larson Financial Group LLC 264,731$7,312,0004.21%
Lester Murray Antman dba SimplyRich 305,189$8,362,0004.20%
Riverview Trust Co 204,136$5,638,0003.79%
Boston Standard Wealth Management, LLC 283,652$7,834,000,0003.50%
OptiFour Integrated Wealth Management, LLC 177,654$4,907,0003.37%
Ameritas Investment Company, LLC 471,400$13,020,0002.73%
VIEWPOINT INVESTMENT PARTNERS CORP 89,600$2,475,0002.63%
DWM Financial Group, Inc. 83,664$2,311,0002.35%
View complete list of ISHARES TR shareholders