CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$588
-32.1%
25,216
-31.7%
0.09%
-15.3%
Q2 2023$866
-8.4%
36,915
-7.3%
0.11%
-35.5%
Q1 2023$945
+15.4%
39,822
+13.5%
0.17%
-7.5%
Q4 2022$819
-99.9%
35,087
-94.8%
0.19%
+20.0%
Q3 2022$674,000
+23.4%
673,450
+2831.9%
0.16%
+84.5%
Q2 2022$546,000
+2273.9%
22,970
-95.9%
0.08%
-16.0%
Q1 2022$23,000
-96.4%
567,049
+2202.2%
0.10%
+17.6%
Q4 2021$631,00024,6310.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 401,798$9,375,9516.97%
SHUFRO ROSE & CO LLC 3,104,001$72,431,8766.83%
Keeler Thomas Management LLC 626,009$14,801,9185.48%
Gateway Advisory, LLC 751,100$17,526,9103.58%
Foundation Wealth Management, LLC 151,413$3,533,2193.53%
Buffington Mohr McNeal 563,804$13,156,3602.99%
Sound View Wealth Advisors Group, LLC 1,009,298$23,551,9642.93%
Michael S. Ryan, Inc. 126,390$2,942,3652.81%
Windsor Capital Management, LLC 338,292$7,894,0562.73%
Peloton Wealth Strategists 246,790$5,7592.66%
View complete list of ISHARES TR shareholders