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 ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders