CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 127 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,434
-14.2%
56,181
-14.3%
0.23%
+7.5%
Q2 2023$1,671
-7.7%
65,547
-7.9%
0.21%
-35.3%
Q1 2023$1,810
+7.7%
71,185
+7.4%
0.33%
-13.6%
Q4 2022$1,681
-99.9%
66,295
-96.4%
0.38%
-9.5%
Q3 2022$1,832,000
+2.5%
1,831,657
+2513.0%
0.42%
+53.6%
Q2 2022$1,788,000
+2383.3%
70,099
-96.2%
0.27%
-12.5%
Q1 2022$72,000
-96.1%
1,843,623
+2463.0%
0.31%
+25.7%
Q4 2021$1,852,000
-5.1%
71,931
-4.2%
0.25%
-6.7%
Q3 2021$1,951,000
-20.6%
75,055
-20.1%
0.27%
-31.9%
Q4 2020$2,458,00093,8840.39%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Virginia National Bank 27,275$695,2392.40%
Paradigm, Strategies in Wealth Management, LLC 109,762$2,797,8331.89%
SONATA CAPITAL GROUP INC 119,565$3,0481.58%
Waterford Advisors, LLC 99,985$2,5491.23%
Global Financial Private Client, LLC 92,508$2,354,3291.16%
Praetorian Wealth Management, Inc. 146,888$3,744,1751.16%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,266$1,434,2201.02%
Covington Investment Advisors Inc. 189,021$4,8180.99%
SENTINEL PENSION ADVISORS INC. 122,089$3,112,0430.75%
Source Financial Advisors LLC 82,380$2,099,8660.69%
View complete list of ISHARES TR shareholders