CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,394
-6.6%
46,984
-3.0%
0.54%
+16.6%
Q2 2023$3,633
+3.7%
48,436
-1.1%
0.46%
-27.2%
Q1 2023$3,502
-99.4%
48,977
-98.7%
0.64%
+368.4%
Q3 2022$593,000
-85.5%
3,743,112
+5733.4%
0.14%
-78.3%
Q2 2022$4,089,000
+2223.3%
64,167
-98.7%
0.63%
-18.3%
Q1 2022$176,000
-96.5%
5,073,073
+7522.4%
0.77%
+12.2%
Q4 2021$5,085,000
-11.4%
66,555
-8.2%
0.68%
-13.1%
Q3 2021$5,737,000
+1.3%
72,462
-7.6%
0.79%
-12.9%
Q4 2020$5,665,00078,4470.90%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders