JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 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 Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders