Capital Planning Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 143 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$8,000610.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Lebenthal Global Advisors, LLC 68,622$11,752,0007.22%
Marks Wealth, LLC 109,912$18,825,0006.19%
Wealthgate Family Office, LLC 21,913$3,753,0005.10%
Diversified, LLC 33,052$5,661,0004.36%
Danda Trouve Investment Management, Inc. 18,148$3,108,0003.83%
RiverFront Investment Group, LLC 998,664$171,040,0003.61%
Quantitative Advantage, LLC 57,471$9,843,0001.91%
ARKANSAS FINANCIAL GROUP, INC. 40,199$6,885,0001.65%
Capital Wealth Alliance, LLC 11,437$1,959,0001.31%
Source Financial Advisors LLC 25,837$4,425,0001.18%
View complete list of ISHARES TR shareholders