Capital Planning Advisors, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$638,128
-4.6%
4,1480.0%0.13%
-2.2%
Q2 2023$668,616
+6.2%
4,1480.0%0.14%
+1.5%
Q1 2023$629,500
+4.6%
4,1480.0%0.13%
-6.3%
Q4 2022$601,750
+12.9%
4,1480.0%0.14%0.0%
Q3 2022$533,000
-6.5%
4,1480.0%0.14%
-5.3%
Q2 2022$570,000
-11.8%
4,1480.0%0.15%
+9.4%
Q1 2022$646,000
-0.6%
4,1480.0%0.14%
+11.3%
Q4 2021$650,000
+7.8%
4,1480.0%0.12%
-0.8%
Q3 2021$603,000
-1.5%
4,1480.0%0.12%
-0.8%
Q2 2021$612,000
+4.4%
4,1480.0%0.13%
-3.8%
Q1 2021$586,000
-16.3%
4,148
-24.2%
0.13%
-23.8%
Q4 2020$700,000
+13.8%
5,4700.0%0.17%
+1.8%
Q3 2020$615,000
+3.9%
5,4700.0%0.17%
-4.0%
Q2 2020$592,000
+12.5%
5,4700.0%0.18%
-10.2%
Q1 2020$526,000
-26.1%
5,4700.0%0.20%
+5.4%
Q4 2019$712,000
+9.2%
5,4700.0%0.19%
-2.1%
Q3 2019$652,000–5,470–0.19%–
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Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders