CBIZ Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$6,0000.0%100
+300.0%
0.00%0.0%
Q3 2020$6,000
+20.0%
250.0%0.00%0.0%
Q2 2020$5,000
-61.5%
25
-68.4%
0.00%
-50.0%
Q1 2020$13,000
-13.3%
790.0%0.00%0.0%
Q4 2019$15,000790.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 723,960$46,507,19940.81%
Foundation Wealth Management, LLC 357,421$22,834,99023.51%
Johnson Midwest Financial, LLC 243,586$15,562,71022.35%
TRIAD FINANCIAL ADVISORS, INC. 550,219$35,153,46615.30%
INSTRUMENTAL WEALTH, LLC 161,953$10,326,14913.63%
Praetorian Wealth Management, Inc. 605,723$38,699,64212.58%
Sterling Investment Counsel, LLC 328,753$21,004,05312.48%
EisnerAmper Wealth Management Corporate Benefits, LLC 386,444$24,69011.94%
Camarda Financial Advisors, LLC 240,167$15,344,27011.50%
FINANCIAL LIFE ADVISORS 381,879$24,398,25210.49%
View complete list of ISHARES TR shareholders