CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$986,000
+11.7%
985,964
+2693.2%
0.23%
+68.1%
Q2 2022$883,000
+1666.0%
35,299
-97.2%
0.14%
-38.1%
Q1 2022$50,000
-96.3%
1,245,189
+2192.7%
0.22%
+19.1%
Q4 2021$1,364,000
-1.9%
54,312
-1.1%
0.18%
-4.2%
Q3 2021$1,391,000
-20.7%
54,938
-20.0%
0.19%
-31.8%
Q4 2020$1,755,00068,6490.28%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 3,076,075$76,840,0004.50%
Matthew Goff Investment Advisor, LLC 265,688$6,637,0002.86%
Murphy, Middleton, Hinkle & Parker, Inc. 117,350$2,931,0002.18%
Day & Ennis, LLC 91,922$2,296,0001.88%
Signature Wealth Management Group 99,710$2,491,0001.83%
Gateway Advisory, LLC 226,964$5,670,0001.57%
CORDA Investment Management, LLC. 508,640$12,705,0001.52%
LYELL WEALTH MANAGEMENT, LP 93,403$2,333,0000.93%
Camelot Portfolios, LLC 73,195$1,828,0000.86%
Timber Creek Capital Management LLC 47,091$1,176,0000.73%
View complete list of ISHARES TR shareholders