JSF Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 99 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JSF Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,100,854
+42.9%
39,660
+47.3%
2.36%
+56.5%
Q2 2023$4,268,874
+15.6%
26,923
+1.3%
1.51%
+9.5%
Q1 2023$3,691,699
+27.4%
26,572
+10.5%
1.38%
+27.3%
Q4 2022$2,897,660
+12.7%
24,041
+11.7%
1.08%
+11.0%
Q3 2022$2,571,000
+16.2%
21,518
+21.8%
0.98%
-2.7%
Q2 2022$2,213,000
-26.8%
17,666
-7.2%
1.00%
-22.0%
Q1 2022$3,023,000
+596.5%
19,031
+660.9%
1.29%
+509.5%
Q4 2021$434,000
+75.0%
2,501
+53.7%
0.21%
+71.5%
Q3 2021$248,000
+22.8%
1,627
-42.2%
0.12%
-40.6%
Q4 2018$202,0002,8150.21%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 2,856,972$380,091,00019.41%
Strategic Equity Management 261,227$34,754,00015.58%
Horst & Graben Wealth Management LLC 238,052$31,670,00010.92%
FundX Investment Group, LLC 175,493$23,348,0009.74%
Crumly & Associates Inc. 99,182$13,501,0009.48%
Baystate Wealth Management LLC 611,132$81,305,0009.26%
Atlantic Union Bankshares Corp 543,500$72,307,0007.51%
Stonebridge Financial Planning Group, LLC 78,565$10,452,0006.62%
Legacy Wealth Planning, LLC 27,043$3,598,0004.62%
Global Wealth Management Investment Advisory, Inc. 81,948$10,902,0004.22%
View complete list of ISHARES TR shareholders