JSF Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
JSF Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$421,000
-22.9%
18,636
+14.6%
0.43%
-20.9%
Q4 2019$546,000
-11.8%
16,259
-19.2%
0.54%
-19.9%
Q3 2019$619,000
+11.1%
20,127
+10.9%
0.67%
+11.4%
Q2 2019$557,000
+61.0%
18,144
+61.9%
0.60%
+58.4%
Q1 2019$346,000
-12.6%
11,206
-18.8%
0.38%
-5.9%
Q4 2018$396,00013,7930.41%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders