CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 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
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 Q3 2022
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 2,793,687$66,294,1906.14%
Keeler Thomas Management LLC 537,069$12,744,6395.99%
PFG Private Wealth Management, LLC 334,536$7,938,5395.05%
Foundation Wealth Management, LLC 157,551$3,738,6783.85%
Buffington Mohr McNeal 587,194$13,934,1103.19%
Platte River Wealth Advisors, LLC 302,173$7,170,5652.75%
Windsor Capital Management, LLC 333,180$7,906,3652.72%
Sound View Wealth Advisors Group, LLC 808,543$19,186,7352.63%
IRON Financial LLC 193,686$4,596,1752.52%
Peloton Wealth Strategists 227,625$5,4022.47%
View complete list of ISHARES TR shareholders