CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,484
-62.2%
248,807
-60.8%
0.87%
-52.9%
Q2 2023$14,521
-4.0%
634,115
-2.0%
1.86%
-32.6%
Q1 2023$15,125
+52.8%
646,937
+48.5%
2.75%
+22.4%
Q4 2022$9,901
-100.0%
435,771
-98.2%
2.25%
-58.6%
Q3 2022$23,580,000
+56.5%
23,580,944
+3641.5%
5.42%
+135.3%
Q2 2022$15,063,000
+1861.3%
630,257
-96.7%
2.30%
-31.0%
Q1 2022$768,000
-96.2%
19,137,581
+2383.3%
3.34%
+24.3%
Q4 2021$20,022,000
+28.5%
770,642
+31.2%
2.69%
+25.9%
Q3 2021$15,582,000
-15.8%
587,360
-13.5%
2.14%
-27.5%
Q4 2020$18,495,000678,9672.95%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders