CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 133 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$1,408
-10.9%
54,818
-10.7%
0.22%
+10.9%
Q2 2023$1,581
-12.2%
61,359
-11.8%
0.20%
-38.2%
Q1 2023$1,800
+17.0%
69,574
+16.4%
0.33%
-6.3%
Q4 2022$1,539
-99.9%
59,778
-96.6%
0.35%
-14.3%
Q3 2022$1,770,000
+2.6%
1,769,500
+2566.8%
0.41%
+54.2%
Q2 2022$1,725,000
+2553.8%
66,352
-96.0%
0.26%
-6.7%
Q1 2022$65,000
-96.5%
1,676,703
+2284.1%
0.28%
+13.2%
Q4 2021$1,860,000
+4.3%
70,328
+6.1%
0.25%
+2.5%
Q3 2021$1,784,000
-21.0%
66,255
-20.5%
0.24%
-32.2%
Q4 2020$2,257,00083,3150.36%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 121,639$3,296,0001.46%
SENTINEL PENSION ADVISORS INC 76,120$2,062,0000.80%
Peloton Wealth Strategists 39,700$1,076,0000.60%
SONATA CAPITAL GROUP INC 37,133$1,006,0000.59%
Estate Counselors, LLC 113,075$3,064,0000.48%
Paulson Wealth Management Inc. 26,064$706,0000.46%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 78,895$2,138,0000.38%
Capital Directions Investment Advisors, LLC 31,448$852,0000.32%
Covington Investment Advisors Inc. 37,423$1,014,0000.29%
View complete list of ISHARES TR shareholders