CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 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 Q3 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders