Compass Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Compass Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$373,000
-16.4%
3,561
-16.6%
0.20%
-12.5%
Q1 2022$446,000
-60.0%
4,269
-58.9%
0.23%
-61.5%
Q4 2021$1,115,000
-4.7%
10,388
-4.5%
0.60%
-12.5%
Q3 2021$1,170,000
-5.7%
10,875
-5.5%
0.69%
-10.5%
Q2 2021$1,241,000
+0.2%
11,512
+0.2%
0.77%
-6.9%
Q1 2021$1,239,000
-19.4%
11,490
-19.3%
0.83%
-29.7%
Q4 2020$1,538,00014,2301.18%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 37,525$3,965,0002.64%
Wunderlich Capital Managemnt 17,377$1,836,0001.78%
Pinnacle Wealth Management Advisory Group, LLC 18,005$1,903,0001.76%
One Capital Management, LLC 54,721$5,782,0001.66%
Destination Wealth Management 172,317$18,209,0001.20%
Cypress Capital Group 40,180$4,246,0000.98%
LaFleur & Godfrey LLC 33,155$3,503,0000.97%
Advisors Preferred, LLC 15,520$1,640,0000.92%
BOYS ARNOLD & CO INC 35,013$3,700,0000.72%
CAPE ANN SAVINGS BANK 3,959$418,0000.59%
View complete list of ISHARES TR shareholders