Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders