CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 299 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 922,323$27,642,0007.96%
Systelligence, LLC 928,745$27,834,0007.68%
Williams Financial, LLC 323,458$9,694,0007.32%
Tri-Star Advisors Inc. 448,073$13,276,0005.57%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 565,821$16,958,0005.53%
Intelligence Driven Advisers, LLC 952,296$27,664,0005.08%
Lineweaver Wealth Advisors, LLC 518,533$15,540,0004.48%
Angeles Investment Advisors, LLC 2,988,500$89,565,0004.46%
MCDONALD PARTNERS LLC 153,941$4,613,612,0004.27%
ABSOLUTE CAPITAL MANAGEMENT, LLC 153,941$4,613,612,0004.27%
View complete list of ISHARES TR shareholders