CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders