Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$410,030
+7.5%
7,595
+19.0%
0.12%
+13.9%
Q2 2023$381,584
+0.2%
6,383
+1.3%
0.10%
-3.8%
Q1 2023$380,781
+0.4%
6,3000.0%0.10%
-5.4%
Q4 2022$379,081
+11.5%
6,300
+1.4%
0.11%
+1.8%
Q3 2022$340,000
-8.8%
6,2110.0%0.11%
-0.9%
Q2 2022$373,000
-7.4%
6,211
+1.5%
0.11%
+3.8%
Q1 2022$403,000
+1.8%
6,1200.0%0.11%
+3.9%
Q4 2021$396,000
+6.2%
6,120
+1.3%
0.10%
+4.1%
Q3 2021$373,000
+3.9%
6,0420.0%0.10%0.0%
Q2 2021$359,000
+14.0%
6,042
+16.1%
0.10%
+7.7%
Q1 2021$315,000
+15.4%
5,202
+15.4%
0.09%
+12.3%
Q4 2020$273,000
+9.2%
4,509
+1.3%
0.08%
-10.0%
Q3 2020$250,000
+5.5%
4,4490.0%0.09%
+1.1%
Q2 2020$237,000
+6.3%
4,449
+0.8%
0.09%
-6.3%
Q1 2020$223,000
-13.9%
4,4130.0%0.10%
+8.0%
Q4 2019$259,000
+2.0%
4,413
+1.2%
0.09%
-2.2%
Q3 2019$254,000
+6.7%
4,3590.0%0.09%
+7.1%
Q2 2019$238,000
+2.6%
4,359
+1.4%
0.08%0.0%
Q1 2019$232,000
+10.0%
4,2980.0%0.08%0.0%
Q4 2018$211,000
+1.0%
4,298
+1.1%
0.08%
+10.5%
Q3 2018$209,000
+0.5%
4,2500.0%0.08%
-2.6%
Q2 2018$208,0004,2500.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Brook Financial Partners, LLC 21,011$1,134,3570.30%
Ifrah Financial Services, Inc. 8,574$462,8960.14%
Family Firm, Inc. 7,595$410,0300.12%
Strategic Investment Solutions, Inc. /IL 153,342$8,948,4100.11%
Slow Capital, Inc. 10,322$557,3050.10%
NTV ASSET MANAGEMENT LLC 4,700$253,7530.05%
Evanson Asset Management, LLC 6,520$352,0240.03%
ATTICUS WEALTH MANAGEMENT, LLC 1,000$53,9900.02%
Newbridge Financial Services Group, Inc. 750$40,4930.02%
Addison Advisors LLC 754$40,7090.02%
View complete list of ISHARES TR shareholders