CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 254 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$814
-5.1%
32,104
-5.4%
0.13%
+18.2%
Q2 2023$858
-6.8%
33,937
-7.1%
0.11%
-34.5%
Q1 2023$9210.0%36,548
-0.6%
0.17%
-19.6%
Q4 2022$921
-99.9%
36,787
-96.5%
0.21%
-12.9%
Q3 2022$1,044,000
+17.0%
1,044,617
+2837.9%
0.24%
+76.5%
Q2 2022$892,000
+2377.8%
35,556
-96.1%
0.14%
-13.4%
Q1 2022$36,000
-96.6%
909,069
+2126.7%
0.16%
+12.1%
Q4 2021$1,045,000
-4.9%
40,825
-3.4%
0.14%
-7.3%
Q3 2021$1,099,000
-15.9%
42,251
-15.1%
0.15%
-27.4%
Q4 2020$1,307,00049,7560.21%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
TLWM 244,420$5,940,0003.71%
Matthew Goff Investment Advisor, LLC 320,477$7,800,0003.05%
Murphy, Middleton, Hinkle & Parker, Inc. 124,753$3,029,0002.26%
Motley Fool Wealth Management, LLC 1,018,827$24,737,0001.75%
Signature Wealth Management Group 96,313$2,338,0001.73%
Day & Ennis, LLC 91,594$2,224,0001.65%
Gateway Advisory, LLC 235,707$5,723,0001.61%
CAPITAL ADVISORS INC/OK 906,299$22,005,0001.32%
Geneva Partners, LLC 62,972$1,529,0001.21%
Timber Creek Capital Management LLC 73,297$1,779,0001.16%
View complete list of ISHARES TR shareholders