CFS Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,267
-0.4%
61,966
+6.3%
0.36%
+24.1%
Q2 2023$2,277
+5.4%
58,270
+0.7%
0.29%
-26.0%
Q1 2023$2,160
+3.0%
57,882
+0.1%
0.39%
-17.4%
Q4 2022$2,097
-99.9%
57,832
-97.1%
0.48%
-4.0%
Q3 2022$2,156,000
-36.8%
2,025,945
+1923.0%
0.50%
-5.0%
Q2 2022$3,409,000
+1531.1%
100,146
+11.1%
0.52%
-42.6%
Q1 2022$209,00090,1340.91%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders