CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 470 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.26 and the average weighting 0.5%.

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$1,093,0005,2330.15%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 999,248$91,101,00035.73%
Pictet North America Advisors SA 875,633$79,831,00018.64%
Covenant Multifamily Offices, LLC 261,769$23,865,00016.88%
MML INVESTORS SERVICES, LLC 133,982$12,215,00011.33%
Oakworth Capital, Inc. 266,021$24,253,00010.09%
New Harbor Financial Group, LLC 69,831$6,366,0009.42%
Relative Value Partners Group, LLC 748,532$68,244,0008.37%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 116,244$10,598,0007.11%
SFMG, LLC 302,506$27,579,0006.28%
SCS Capital Management LLC 1,419,146$129,384,0005.79%
View complete list of ISHARES TR shareholders