JSF Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2022
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders