Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 232 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$17,084
+6.8%
800.01%0.0%
Q3 2022$16,000
-5.9%
0
-100.0%
0.01%0.0%
Q2 2022$17,000
-22.7%
800.0%0.01%
-14.3%
Q1 2022$22,000
+15.8%
800.0%0.01%
+16.7%
Q3 2021$19,000
-9.5%
800.0%0.01%0.0%
Q2 2021$21,000
+16.7%
800.0%0.01%0.0%
Q4 2020$18,000
+12.5%
800.0%0.01%0.0%
Q3 2020$16,000
+23.1%
800.0%0.01%
+20.0%
Q2 2020$13,000
+18.2%
800.0%0.01%0.0%
Q1 2020$11,000
-31.2%
800.0%0.01%0.0%
Q4 2019$16,000
+6.7%
800.0%0.01%0.0%
Q3 2019$15,000800.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
KKM Financial LLC 47,256$4,228,4142.00%
Florin Court Capital LLP 15,400$1,007,6221.39%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 43,084$2,818,9861.00%
Migdal Insurance & Financial Holdings Ltd. 860,000$56,2700.94%
Indie Asset Partners, LLC 15,032$983,5440.78%
Clarus Wealth Advisors 22,763$1,455,2390.77%
JMAC ENTERPRISES LLC 61,278$4,009,4200.70%
Massachusetts Wealth Management 14,888$974,1220.65%
McGuire Investment Group, LLC 48,857$3,196,7140.46%
Retirement Planning Co of New England, Inc. 12,825$839,1390.46%
View complete list of ISHARES TR shareholders