Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$18,000
-14.3%
6920.0%0.01%
+10.0%
Q1 2022$21,000
-99.5%
692
-97.9%
0.01%
-99.4%
Q4 2021$3,826,000
+12241.9%
33,326
+3371.5%
1.66%
+15018.2%
Q3 2021$31,000
-3.1%
9600.0%0.01%
-8.3%
Q2 2021$32,000
+3.2%
9600.0%0.01%0.0%
Q1 2021$31,000
-63.1%
960
-65.5%
0.01%
-65.7%
Q4 2020$84,000
+2.4%
2,783
-8.2%
0.04%
-16.7%
Q3 2020$82,000
-2.4%
3,0320.0%0.04%
-10.6%
Q2 2020$84,000
+5.0%
3,032
-7.6%
0.05%
-52.5%
Q1 2020$80,000
-73.1%
3,283
-66.9%
0.10%
-36.9%
Q4 2019$297,000
-4.5%
9,911
-6.7%
0.16%
-24.2%
Q3 2019$311,000
-4.3%
10,624
-3.5%
0.21%
-4.6%
Q2 2019$325,000
-37.3%
11,014
-37.1%
0.22%
-41.5%
Q1 2019$518,000
-4.4%
17,512
-14.9%
0.37%
-11.9%
Q4 2018$542,000
-16.5%
20,571
-5.6%
0.42%
-2.8%
Q3 2018$649,000
+14.1%
21,793
+5.9%
0.43%
+5.4%
Q2 2018$569,000
+57.2%
20,578
+54.2%
0.41%
+55.1%
Q1 2018$362,00013,3430.26%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 3,954,045$99,365,0002.03%
HERBST GROUP, LLC 39,533$1,005,0000.79%
First Citizens Financial Corp 34,905$877,0000.77%
Antonetti Capital Management LLC 19,956$501,0000.53%
Orion Portfolio Solutions, LLC 399,977$10,051,0000.40%
Lumature Wealth Partners, LLC 28,375$713,0000.32%
Sierra Capital LLC 50,121$1,260,0000.23%
Kinloch Capital, LLC 13,967$351,0000.23%
Signature Wealth Management Partners, LLC 8,495$213,0000.22%
NBT BANK N A /NY 48,434$1,217,0000.19%
View complete list of ISHARES TR shareholders