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 ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders