Capital Planning Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 198 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$226,000
+3.2%
1,3170.0%0.09%
-8.2%
Q2 2017$219,000
+4.3%
1,317
-2.2%
0.10%
-6.7%
Q1 2017$210,000
-3.2%
1,347
-6.7%
0.10%
-10.3%
Q3 2016$217,000
-10.7%
1,443
-11.9%
0.12%
-14.1%
Q2 2016$243,000
+1.7%
1,638
-3.8%
0.14%
+17.4%
Q1 2016$239,000
-8.1%
1,703
-1.7%
0.12%
-23.8%
Q4 2015$260,000
-67.3%
1,733
-69.5%
0.15%
-71.1%
Q3 2015$795,000
-17.4%
5,684
-6.3%
0.52%
-7.6%
Q2 2015$963,000
+5.2%
6,066
+2.4%
0.56%
-11.4%
Q1 2015$915,000
+23.8%
5,926
+15.5%
0.64%
-0.6%
Q4 2014$739,0005,1290.64%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders