CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$749
-99.9%
2,671
+16.0%
0.10%
+1.1%
Q2 2022$619,000
+61800.0%
2,302
-99.4%
0.10%
+2275.0%
Q1 2022$1,000
-99.7%
388,423
+37356.4%
0.00%
-89.7%
Q4 2021$287,0001,0370.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders