Capital Planning Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 524 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$269,000
-73.7%
1,510
-64.9%
0.10%
-62.7%
Q4 2019$1,023,000
+5.9%
4,297
-0.5%
0.27%
-4.6%
Q3 2019$966,000
-13.0%
4,317
-12.0%
0.28%
-13.8%
Q2 2019$1,110,000
+9.3%
4,905
+5.8%
0.33%
+5.2%
Q1 2019$1,016,000
-10.4%
4,636
-21.9%
0.31%
-24.9%
Q4 2018$1,134,000
-23.8%
5,933
-7.1%
0.41%
-13.1%
Q3 2018$1,488,000
+26.6%
6,387
+22.2%
0.48%
-10.5%
Q2 2018$1,175,000
-1.5%
5,227
-4.3%
0.53%
+25.2%
Q1 2018$1,193,000
+1.2%
5,4630.0%0.42%
+2.4%
Q4 2017$1,179,000
-5.9%
5,463
-11.8%
0.41%
-15.7%
Q3 2017$1,253,000
-4.3%
6,191
-7.0%
0.49%
-15.2%
Q2 2017$1,309,000
+0.5%
6,659
-2.3%
0.58%
-10.0%
Q1 2017$1,302,000
+4.2%
6,819
-0.6%
0.64%
-3.6%
Q4 2016$1,250,000
+2.1%
6,859
-2.1%
0.67%
+2.1%
Q3 2016$1,224,000
-0.6%
7,004
-3.8%
0.65%
-4.7%
Q2 2016$1,231,000
+7.3%
7,282
+3.3%
0.68%
+24.1%
Q1 2016$1,147,000
-6.5%
7,052
-7.5%
0.55%
-22.8%
Q4 2015$1,227,000
+10.1%
7,624
+7.5%
0.72%
-2.3%
Q3 2015$1,114,000
+39.4%
7,094
+50.5%
0.73%
+56.1%
Q2 2015$799,000
+20.2%
4,715
+21.7%
0.47%
+1.3%
Q1 2015$665,000
+11.8%
3,875
+4.0%
0.46%
-10.4%
Q4 2014$595,0003,7250.52%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders