Capital Planning Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 96 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 6.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$243,000
-9.0%
3,544
+1.6%
0.05%
+2.0%
Q4 2021$267,000
+1.1%
3,487
+3.3%
0.05%
-7.3%
Q3 2021$264,000
-9.0%
3,377
+6.7%
0.06%
-6.8%
Q2 2021$290,0003,1640.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,190,588$109,748,00030.67%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 136,556$12,579,00011.32%
Freestate Advisors LLC 73,738$6,797,0007.93%
WNY Asset Management, LLC 134,175$12,338,0004.93%
Lee Financial Group Hawaii, Inc. 52,789$4,866,0003.99%
FURE FINANCIAL CORP 40,304$3,715,0002.91%
Titus Wealth Management 49,078$4,524,0002.64%
Almanack Investment Partners, LLC. 275,560$25,401,0002.58%
Empowered Funds, LLC 140,020$12,206,0002.34%
B, B, H, & B INC. 21,832$2,007,0002.09%
View complete list of ISHARES TR shareholders