Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$78,156
+1.5%
1,3360.03%
-3.3%
Q3 2022$77,000
-4.9%
0
-100.0%
0.03%
+11.1%
Q2 2022$81,000
-20.6%
1,3360.0%0.03%
-12.9%
Q1 2022$102,000
-7.3%
1,336
-10.4%
0.03%
-8.8%
Q3 2021$110,000
+1.9%
1,4910.0%0.03%
+6.2%
Q2 2021$108,0000.0%1,491
-12.3%
0.03%
-11.1%
Q4 2020$108,000
+10.2%
1,700
+300.0%
0.04%
-2.7%
Q3 2020$98,000
+11.4%
4250.0%0.04%
+5.7%
Q2 2020$88,000
+25.7%
4250.0%0.04%
+16.7%
Q1 2020$70,000
-14.6%
4250.0%0.03%
+15.4%
Q4 2019$82,000
+1266.7%
425
+750.0%
0.03%
+1200.0%
Q4 2016$6,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders