CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$325
-3.3%
4,945
-1.1%
0.03%
-53.6%
Q1 2024$336
-0.6%
4,999
-5.9%
0.06%
-8.2%
Q4 2023$338
-83.1%
5,314
-94.1%
0.06%
Q3 2022$2,000
-99.0%
89,422
+2222.0%
0.00%
-100.0%
Q2 2022$207,000
+6800.0%
3,851
-98.2%
0.03%
+146.2%
Q1 2022$3,000211,0610.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders