CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 1 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,657,000
-31.4%
64,786
-30.9%
0.23%
-41.0%
Q4 2020$2,415,00093,7010.38%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 228,038$5,797,0001.60%
Asset Dedication, LLC 86,687$2,205,0000.89%
Vigilant Capital Management, LLC 252,479$6,418,0000.84%
Roof Eidam Maycock Peralta, LLC 43,485$1,105,0000.54%
LEAVELL INVESTMENT MANAGEMENT, INC. 114,997$2,923,0000.34%
MANAGED ACCOUNT SERVICES INC 20,404$519,0000.34%
Fusion Family Wealth LLC 53,229$1,353,0000.34%
Denver PWM, LLC 15,289$389,0000.29%
Altium Wealth Management LLC 23,409$595,0000.27%
LINCOLN NATIONAL CORP 315,435$8,018,0000.24%
View complete list of ISHARES TR shareholders