CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,223
-15.3%
49,976
-13.3%
0.20%
+6.0%
Q2 2023$1,444
-13.5%
57,619
-12.2%
0.18%
-39.5%
Q1 2023$1,670
+15.4%
65,604
+13.7%
0.30%
-7.3%
Q4 2022$1,44757,7060.33%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 67,124$1,833,0000.70%
Prism Advisors, Inc. 43,608$1,191,0000.45%
CGN Advisors LLC 23,603$645,0000.26%
Peloton Wealth Strategists 12,000$328,0000.16%
WRAPMANAGER INC 13,154$359,0000.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 171,141$4,675,0000.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,815$1,224,0000.06%
First National Bank of South Miami 1,653$45,0000.04%
MASSMUTUAL TRUST CO FSB/ADV 25,306$691,0000.04%
Sandy Spring Bank 17,180$469,0000.03%
View complete list of ISHARES TR shareholders