Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$3,0000.0%360.0%0.00%0.0%
Q2 2021$3,000
+50.0%
36
-2.7%
0.00%0.0%
Q4 2020$2,0000.0%370.0%0.00%0.0%
Q3 2020$2,000370.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders