JSF Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
JSF Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,818,688
+29.9%
76,825
+36.1%
4.58%
+42.2%
Q2 2023$9,099,092
+3.1%
56,449
-2.9%
3.22%
-2.4%
Q1 2023$8,824,755
+1.2%
58,149
-3.3%
3.30%
+1.1%
Q4 2022$8,722,831
+28.1%
60,128
+13.5%
3.26%
+26.1%
Q3 2022$6,811,000
+18.7%
52,999
+27.0%
2.58%
-0.5%
Q2 2022$5,736,000
+191.8%
41,727
+230.5%
2.60%
+210.5%
Q1 2022$1,966,000
+203.4%
12,626
+205.1%
0.84%
+165.7%
Q4 2021$648,000
+27.6%
4,138
+18.5%
0.32%
+25.0%
Q3 2021$508,000
-1.6%
3,492
-0.2%
0.25%
-17.1%
Q2 2021$516,000
+2.8%
3,498
-1.6%
0.30%
-3.5%
Q1 2021$502,000
+3.7%
3,555
-5.9%
0.32%
-6.8%
Q4 2020$484,000
+9.5%
3,777
-4.0%
0.34%
-2.6%
Q3 2020$442,000
-11.6%
3,935
-14.8%
0.35%
-19.9%
Q2 2020$500,000
+0.6%
4,616
-10.6%
0.43%
-14.1%
Q1 2020$497,000
-45.6%
5,161
-26.5%
0.50%
-44.2%
Q4 2019$913,000
-5.9%
7,017
-13.8%
0.90%
-14.5%
Q3 2019$970,000
+0.7%
8,144
-1.4%
1.06%
+1.0%
Q2 2019$963,000
+5.2%
8,260
+1.8%
1.05%
+3.5%
Q1 2019$915,000
-92.9%
8,114
-93.6%
1.01%
-92.3%
Q4 2018$12,860,000127,14813.17%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders