CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 114 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,367
-8.6%
18,134
-6.1%
0.22%
+14.1%
Q2 2023$1,496
+7.1%
19,319
-1.4%
0.19%
-24.8%
Q1 2023$1,397
-6.4%
19,603
-13.0%
0.25%
-25.1%
Q4 2022$1,493
-99.9%
22,521
-98.5%
0.34%
+1.2%
Q3 2022$1,456,000
-33.3%
1,456,283
+4326.0%
0.34%
+0.3%
Q2 2022$2,184,000
+12747.1%
32,903
-97.6%
0.33%
+351.4%
Q1 2022$17,000
-97.7%
1,372,759
+14850.5%
0.07%
-23.7%
Q4 2021$726,0009,1820.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders