Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$17,0000.0%2120.0%0.01%0.0%
Q2 2021$17,0000.0%2120.0%0.01%
-14.3%
Q1 2021$17,000
+13.3%
2120.0%0.01%
+16.7%
Q4 2020$15,000
+15.4%
212
+300.0%
0.01%
-14.3%
Q3 2020$13,000
+85.7%
53
+26.2%
0.01%
-22.2%
Q1 2020$7,000
-30.0%
420.0%0.01%
+80.0%
Q4 2019$10,000
+11.1%
420.0%0.01%
-16.7%
Q3 2019$9,0000.0%42
+2.4%
0.01%0.0%
Q2 2019$9,0000.0%410.0%0.01%0.0%
Q1 2019$9,000
-89.9%
41
-91.2%
0.01%
-91.3%
Q4 2018$89,000
-95.0%
465
-93.9%
0.07%
-94.2%
Q3 2018$1,786,000
+245.5%
7,681
+232.9%
1.19%
+219.0%
Q2 2018$517,000
-0.8%
2,307
-3.5%
0.37%
-1.8%
Q1 2018$521,0002,3910.38%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders