CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$972
-5.4%
38,323
-5.8%
0.12%
-33.7%
Q1 2023$1,028
-24.7%
40,664
-26.7%
0.19%
-39.7%
Q4 2022$1,366
-100.0%
55,501
-98.4%
0.31%
-62.1%
Q3 2022$3,553,000
-36.2%
3,552,358
+1470.3%
0.82%
-4.1%
Q2 2022$5,570,000
+2270.2%
226,222
-96.5%
0.85%
-16.6%
Q1 2022$235,000
-96.6%
6,513,440
+2628.8%
1.02%
+10.8%
Q4 2021$6,865,000
-26.5%
238,694
-23.0%
0.92%
-27.9%
Q3 2021$9,337,000310,1121.28%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,695,500$140,677,0008.79%
MCMORGAN & CO LLC 1,114,594$33,393,0007.29%
ESL Trust Services, LLC 689,377$20,654,0006.14%
Williams Financial, LLC 215,760$6,464,0005.25%
Intelligence Driven Advisers, LLC 824,234$24,694,0004.80%
Tri-Star Advisors Inc. 339,555$10,173,0004.58%
Copperleaf Capital, LLC 134,255$4,022,0003.94%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 245,725$7,362,0003.24%
Systelligence, LLC 394,427$11,817,0003.11%
WealthShield Partners, LLC 552,634$16,557,0002.59%
View complete list of ISHARES TR shareholders