CFM WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CFM WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$208,157
+0.6%
1,9630.0%0.05%
+2.0%
Q1 2022$207,000
-6.3%
1,9630.0%0.05%
+2.0%
Q4 2021$221,000
+5.2%
1,9630.0%0.05%
-7.5%
Q3 2021$210,000
-3.7%
1,9630.0%0.05%
-8.6%
Q2 2021$218,000
+5.3%
1,9630.0%0.06%
-6.5%
Q1 2021$207,0001,9630.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders