JFS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. 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 2022$558,000
-45.3%
28,237
-38.6%
0.06%
-43.5%
Q2 2022$1,021,000
-12.8%
46,0250.0%0.11%
-2.7%
Q1 2022$1,171,0000.0%46,0250.0%0.11%
+0.9%
Q4 2021$1,171,000
+335.3%
46,025
+340.4%
0.11%
+292.9%
Q3 2021$269,00010,4500.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
IRONWOOD WEALTH MANAGEMENT, INC. 221,914$5,645,0003.95%
Armbruster Capital Management, Inc. 560,807$14,267,0003.26%
3D/L Capital Management, LLC 548,037$13,942,0003.26%
Kathmere Capital Management, LLC 658,628$16,756,0002.91%
LGL PARTNERS, LLC 930,247$23,665,0002.81%
FFT WEALTH MANAGEMENT LLC 1,201,065$30,555,0002.74%
ZEKE CAPITAL ADVISORS, LLC 1,501,151$38,189,0002.23%
Intelligence Driven Advisers, LLC 437,181$11,397,0002.09%
Prosperity Planning, Inc. 154,985$3,943,0002.00%
Merriman Wealth Management, LLC 1,890,670$48,412,0001.91%
View complete list of ISHARES TR shareholders