CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$435
-0.9%
7,250
+3.5%
0.07%
+23.2%
Q2 2023$439
+2.8%
7,004
+1.7%
0.06%
-28.2%
Q1 2023$427
+1.7%
6,885
-5.1%
0.08%
-17.9%
Q4 2022$420
-99.9%
7,257
-98.7%
0.10%
-26.4%
Q3 2022$560,000
+3.3%
559,386
+5782.1%
0.13%
+55.4%
Q2 2022$542,000
+7642.9%
9,510
-97.9%
0.08%
+176.7%
Q1 2022$7,000
-98.6%
445,620
+5875.9%
0.03%
-56.5%
Q4 2021$514,000
+39.7%
7,457
+44.0%
0.07%
+38.0%
Q3 2021$368,000
+28.2%
5,180
+21.4%
0.05%
+8.7%
Q4 2020$287,0004,2660.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders