Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 290 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$299,778
-12.9%
1,110
-11.9%
0.17%
-17.9%
Q1 2023$344,056
-11.5%
1,260
-8.0%
0.21%
-21.6%
Q4 2022$388,683
+12.0%
1,3700.0%0.26%
+9.5%
Q3 2022$347,000
-1.1%
1,370
+3.0%
0.24%
+15.3%
Q2 2022$351,000
-8.6%
1,3300.0%0.21%
+17.4%
Q1 2022$384,000
-4.5%
1,330
-0.5%
0.18%
+1.7%
Q4 2021$402,000
+9.5%
1,337
+0.5%
0.18%
+31.6%
Q3 2021$367,000
+1.1%
1,3300.0%0.13%
+0.8%
Q2 2021$363,000
+8.0%
1,3300.0%0.13%
+0.8%
Q1 2021$336,000
+13.5%
1,330
+10.6%
0.13%
+5.6%
Q4 2020$296,000
+2.4%
1,203
-5.6%
0.12%
-17.3%
Q3 2020$289,000
+5.1%
1,2740.0%0.15%
-2.6%
Q2 2020$275,000
-7.7%
1,274
-19.5%
0.15%
-58.3%
Q1 2020$298,000
-13.1%
1,582
-0.4%
0.37%
+103.9%
Q4 2019$343,000
+22.1%
1,589
+6.8%
0.18%
-3.2%
Q3 2019$281,000
-3.4%
1,488
-0.1%
0.19%
-3.6%
Q2 2019$291,000
+0.7%
1,4890.0%0.19%
-6.3%
Q1 2019$289,000
+7.0%
1,4890.0%0.21%
-1.4%
Q4 2018$270,000
-4.9%
1,489
+6.6%
0.21%
+10.5%
Q3 2018$284,000
+14.5%
1,3970.0%0.19%
+6.1%
Q2 2018$248,000
-1.6%
1,397
-4.2%
0.18%
-2.7%
Q1 2018$252,0001,4590.18%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders