CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 142 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,548$3,326,0001.47%
Gateway Advisory, LLC 191,477$5,032,0001.18%
SONATA CAPITAL GROUP INC 61,706$1,622,0000.95%
SENTINEL PENSION ADVISORS INC 91,235$2,398,0000.93%
Paulson Wealth Management Inc. 42,328$1,112,0000.72%
LEAVELL INVESTMENT MANAGEMENT, INC. 288,951$7,594,0000.66%
ALTERNA WEALTH MANAGEMENT, INC 14,168$372,0000.54%
Stonebridge Capital Advisors LLC 94,988$2,496,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,096,0000.43%
Peloton Wealth Strategists 28,200$741,0000.42%
View complete list of ISHARES TR shareholders