Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$333,430
+4.2%
4,460
-0.9%
0.19%
-2.1%
Q1 2023$320,130
+5.1%
4,500
+11.5%
0.19%
-6.8%
Q4 2022$304,521
-1.4%
4,035
-11.8%
0.21%
-3.7%
Q3 2022$309,000
-10.7%
4,575
-2.1%
0.22%
+4.4%
Q2 2022$346,000
-12.4%
4,6750.0%0.21%
+12.6%
Q1 2022$395,000
-9.8%
4,675
-7.4%
0.18%
-3.7%
Q4 2021$438,000
+5.0%
5,0500.0%0.19%
+25.8%
Q3 2021$417,000
+2.0%
5,0500.0%0.15%
+2.0%
Q2 2021$409,000
+7.3%
5,050
-0.7%
0.15%0.0%
Q1 2021$381,000
+23.3%
5,086
+9.9%
0.15%
+13.8%
Q4 2020$309,000
+17.9%
4,626
+100.0%
0.13%
-4.4%
Q3 2020$262,000
+2.7%
2,3130.0%0.14%
-4.2%
Q2 2020$255,000
+43.3%
2,313
+26.2%
0.14%
-35.7%
Q1 2020$178,000
-56.8%
1,833
-38.5%
0.22%
+1.8%
Q4 2019$412,000
+7.0%
2,9810.0%0.22%
-15.2%
Q3 2019$385,000
+2.7%
2,9810.0%0.26%
+2.4%
Q2 2019$375,000
+6.5%
2,9810.0%0.25%
-0.8%
Q1 2019$352,000
-1.4%
2,981
-10.9%
0.25%
-9.0%
Q4 2018$357,000
-14.4%
3,347
-2.6%
0.28%
-0.4%
Q3 2018$417,000
+3.7%
3,4380.0%0.28%
-4.5%
Q2 2018$402,000
+5.5%
3,438
+6.5%
0.29%
+4.3%
Q1 2018$381,000–3,228–0.28%–
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Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders