CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders