CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 267 filers reported holding ISHARES TR in Q3 2022. 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$208
-79.2%
4,592
-91.8%
0.03%
Q3 2022$1,000
-99.6%
55,682
+949.8%
0.00%
-100.0%
Q2 2022$260,000
+12900.0%
5,304
-95.0%
0.04%
+344.4%
Q1 2022$2,000
-99.2%
106,946
+2177.9%
0.01%
-78.6%
Q4 2020$265,0004,6950.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 194,054$9,070,0844.91%
Atlantic Private Wealth, LLC 70,827$3,310,4563.56%
Private Ocean, LLC 565,937$26,451,8723.28%
Divergent Wealth Advisors 167,836$7,844,6471.97%
Omega Financial Group, LLC 74,246$3,485,4171.80%
Stewardship Advisors, LLC 89,788$4,196,7051.69%
GRAND WEALTH MANAGEMENT, LLC 50,686$2,369,0641.47%
Summit Wealth Group, LLC 26,853$1,2551.32%
RETIREMENT CAPITAL STRATEGIES 54,183$2,532,5131.24%
Sonoma Private Wealth LLC 10,079$471,0921.04%
View complete list of ISHARES TR shareholders