CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - 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 Q3 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders