CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$15,941
-98.1%
146,424
+1286.2%
2.04%
+1479.1%
Q2 2022$845,000
+2066.7%
10,563
-99.7%
0.13%
-24.1%
Q1 2022$39,000
-99.0%
4,033,398
+10313.1%
0.17%
-68.9%
Q4 2021$4,077,000
-40.3%
38,734
-42.6%
0.55%
-41.6%
Q3 2021$6,829,000
+2990.0%
67,442
+2498.9%
0.94%
+2574.3%
Q4 2020$221,0002,5950.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders