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 ↓
Pacific Center for Financial Services 840,953$42,519,00020.95%
SEARCY FINANCIAL SERVICES INC /ADV 355,742$17,986,00014.99%
Winthrop Advisory Group LLC 630,814$31,869,00011.25%
Bogart Wealth, LLC 842,488$42,596,00010.01%
Baystate Wealth Management LLC 1,352,771$68,396,0008.01%
MV CAPITAL MANAGEMENT, INC. 634,128$32,062,0007.55%
Seven Springs Wealth Group, LLC 229,473$11,602,0007.39%
Capital Advantage, Inc. 361,350$18,270,0006.49%
HENGEHOLD CAPITAL MANAGEMENT LLC 586,439$29,650,0005.26%
Heritage Wealth Advisors 699,767$35,408,008,0004.95%
View complete list of ISHARES TR shareholders