CFS Investment Advisory Services, LLC - ISHARES TR ownership

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ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

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Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,337
-99.9%
6,459
-22.8%
0.17%
-22.6%
Q2 2022$1,443,000
+28760.0%
8,364
-99.2%
0.22%
+904.5%
Q1 2022$5,000
-99.5%
988,802
+18795.5%
0.02%
-85.0%
Q4 2021$1,093,000–5,233–0.15%–
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Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders