Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$11,000
-8.3%
790.0%0.01%
+16.7%
Q1 2022$12,000
+200.0%
79
+172.4%
0.01%
+500.0%
Q3 2021$4,0000.0%290.0%0.00%0.0%
Q2 2021$4,0000.0%290.0%0.00%
-50.0%
Q1 2021$4,0000.0%290.0%0.00%0.0%
Q4 2020$4,000
+33.3%
290.0%0.00%0.0%
Q3 2020$3,0000.0%290.0%0.00%0.0%
Q2 2020$3,0000.0%290.0%0.00%
-50.0%
Q1 2020$3,000
-25.0%
290.0%0.00%
+100.0%
Q4 2019$4,000
+33.3%
290.0%0.00%0.0%
Q3 2019$3,0000.0%290.0%0.00%0.0%
Q2 2019$3,0000.0%290.0%0.00%0.0%
Q1 2019$3,0000.0%290.0%0.00%0.0%
Q4 2018$3,000290.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 519,429$49,995,00027.23%
LPWM LLC 193,875$18,660,00020.33%
AMARILLO NATIONAL BANK 394,027$37,925,00015.64%
Florin Court Capital LLP 7,773$748,00013.96%
Halpern Financial, Inc. 135,000$12,993,75312.23%
Salomon & Ludwin, LLC 445,955$42,923,00011.04%
Strategic Wealth Partners Group, LLC 370,968$35,706,00010.39%
MIRSKY FINANCIAL MANAGEMENT CORP. 143,724$13,833,0009.76%
Powell Investment Advisors, LLC 77,949$7,503,0009.09%
Blue Zone Wealth Advisors, LLC 100,614$9,684,0009.08%
View complete list of ISHARES TR shareholders