JFG Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
JFG Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$458,421
+12.9%
3,1600.0%0.15%
+9.6%
Q3 2022$406,000
-6.5%
3,1600.0%0.14%
-14.5%
Q2 2022$434,000
-12.0%
3,160
-0.2%
0.16%
+7.4%
Q1 2022$493,0003,1650.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders