CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$555
-29.4%
22,766
-29.4%
0.09%
-12.0%
Q2 2023$786
-8.1%
32,243
-7.5%
0.10%
-35.9%
Q1 2023$855
+2.4%
34,854
+1.5%
0.16%
-17.5%
Q4 2022$835
-99.9%
34,327
-95.8%
0.19%
+1.1%
Q3 2022$814,000
+18.3%
814,388
+2824.4%
0.19%
+78.1%
Q2 2022$688,000
+2357.1%
27,848
-96.0%
0.10%
-13.9%
Q1 2022$28,000
-96.5%
704,298
+2187.8%
0.12%
+13.0%
Q4 2021$802,000
-2.9%
30,7850.0%0.11%
-4.4%
Q3 2021$826,000
-21.3%
30,785
-19.8%
0.11%
-32.3%
Q4 2020$1,050,00038,3670.17%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Trust Co of Kansas 404,664$10,104,0006.02%
TLWM 317,544$7,916,0004.65%
PFG Private Wealth Management, LLC 157,379$3,930,0004.23%
CAPITAL ADVISORS INC/OK 2,139,129$53,414,0002.90%
Signature Wealth Management Group 118,954$2,970,0002.61%
RVW Wealth, LLC 408,710$10,205,0002.38%
Gateway Advisory, LLC 281,578$7,031,0002.37%
Day & Ennis, LLC 134,638$3,362,0001.92%
Capital Investment Advisors, LLC 1,076,669$26,825,0001.71%
Motley Fool Wealth Management, LLC 907,749$22,667,0001.64%
View complete list of ISHARES TR shareholders