Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 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
Q4 2020$7,000
+16.7%
410.0%0.00%0.0%
Q3 2020$6,000
+20.0%
410.0%0.00%0.0%
Q2 2020$5,000
+25.0%
410.0%0.00%
-40.0%
Q1 2020$4,000
-96.9%
41
-95.9%
0.01%
-92.8%
Q4 2019$131,000
-1.5%
999
-5.6%
0.07%
-21.6%
Q3 2019$133,000
+1.5%
1,058
-2.0%
0.09%
+1.1%
Q2 2019$131,000
-49.6%
1,080
-50.0%
0.09%
-53.2%
Q1 2019$260,000
+21.5%
2,161
+6.9%
0.19%
+12.0%
Q4 2018$214,000
-15.1%
2,022
-3.3%
0.17%
-1.2%
Q3 2018$252,000
+21.7%
2,090
+20.2%
0.17%
+12.0%
Q2 2018$207,000
+168.8%
1,739
+165.1%
0.15%
+167.9%
Q1 2018$77,0006560.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders