CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 628 filers reported holding ISHARES TR in Q2 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
Q2 2024$16,075
+0.8%
106,813
-27.1%
1.30%
-36.0%
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 Q2 2022
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders