Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$43,000
-6.5%
5000.0%0.03%
+23.8%
Q1 2022$46,000
+475.0%
500
+400.0%
0.02%
+600.0%
Q4 2020$8,000
+14.3%
100
+100.0%
0.00%
-25.0%
Q3 2020$7,0000.0%500.0%0.00%0.0%
Q2 2020$7,000
-66.7%
50
-66.7%
0.00%
-84.6%
Q1 2020$21,000
-12.5%
1500.0%0.03%
+100.0%
Q4 2019$24,0000.0%1500.0%0.01%
-18.8%
Q3 2019$24,000
+4.3%
1500.0%0.02%
+6.7%
Q2 2019$23,000
+4.5%
1500.0%0.02%
-6.2%
Q1 2019$22,000
+10.0%
1500.0%0.02%0.0%
Q4 2018$20,0000.0%1500.0%0.02%
+23.1%
Q3 2018$20,0000.0%1500.0%0.01%
-7.1%
Q2 2018$20,000
+5.3%
1500.0%0.01%0.0%
Q1 2018$19,0001500.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders