Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders