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Ishares Tr shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (ICOP) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 605 44.29

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
Whitney & Company
LPL Financial
Jane Street
Citadel Advisors
J. Safra Sarasin Holding
Marshall Wace
Kera Capital Partners
TD Waterhouse Canada
U.S. Capital Wealth Advisors
SeaCrest Wealth Management
Western Wealth Management
Pinnacle Financial Partners
Sigma Planning
HPM Partners

View all funds holding Ishares Tr