CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 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$774
+36.7%
15,354
+36.4%
0.12%
+70.8%
Q2 2023$566
+23.9%
11,255
+23.8%
0.07%
-13.3%
Q1 2023$457
+38.1%
9,093
+37.6%
0.08%
+10.7%
Q4 2022$331
-83.4%
6,609
-93.7%
0.08%
Q3 2022$2,0000.0%104,271
-0.3%
0.00%
-100.0%
Q1 2022$2,000104,5630.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,439,754$72,045,00030.68%
Rain Capital Management, LLC 431,762$21,605,00015.53%
PEAK FINANCIAL ADVISORS LLC 284,360$14,229,00014.09%
Tempus Wealth Planning, LLC 242,157$12,118,0009.96%
Summit Wealth Group, LLC 151,852$7,599,0008.98%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 212,950$10,656,0008.77%
Capital Advantage, Inc. 732,249$36,642,0008.08%
Winthrop Advisory Group LLC 667,336$33,394,0007.84%
FOSTER DYKEMA CABOT & CO INC/MA 1,167,639$58,429,0007.21%
Doyle Wealth Management 1,752,218$87,681,0007.08%
View complete list of ISHARES TR shareholders