CBIZ Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 127 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.7%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$175,0000.0%1,0430.0%0.02%
-13.6%
Q1 2020$175,000
+16.7%
1,0430.0%0.02%
+37.5%
Q4 2019$150,0001,0430.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Forum Financial Management, LP 6,919,708$710,653,97812.86%
Members Advisory Group LLC 164,107$16,855,2719.20%
GGM Financials LLC 89,186$9,159,4258.43%
Richard Bernstein Advisors LLC 3,120,944$320,521,0057.10%
Quantitative Strategies, Inc. 117,066$12,022,6646.86%
FAS Wealth Partners, Inc. 686,934$70,548,1456.10%
Marks Wealth, LLC 134,411$13,804,0106.09%
AllGen Financial Advisors, Inc. 133,765$13,737,6665.21%
Smith Anglin Financial, LLC 466,897$47,950,3644.85%
Itau Unibanco Holding S.A. 1,125,150$115,552,9054.72%
View complete list of ISHARES TR shareholders