Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,832
+42.8%
9,812
+47.9%
0.17%
+34.4%
Q1 2023$207,176
+34.3%
6,636
+31.4%
0.12%
+19.0%
Q4 2022$154,207
+0.1%
5,051
+3.7%
0.10%
-1.9%
Q3 2022$154,000
+234.8%
4,873
+249.8%
0.11%
+296.3%
Q2 2022$46,000
-63.5%
1,393
-59.8%
0.03%
-53.4%
Q1 2022$126,000
-96.5%
3,463
-96.2%
0.06%
-96.3%
Q4 2021$3,565,000
+8.6%
90,407
+6.9%
1.55%
+29.9%
Q3 2021$3,284,000
-13.6%
84,611
-12.5%
1.19%
-13.6%
Q2 2021$3,803,000
+13.3%
96,685
+10.6%
1.38%
+5.7%
Q1 2021$3,357,000
+21.8%
87,420
+22.2%
1.30%
+12.9%
Q4 2020$2,756,000
+288.2%
71,557
+267.5%
1.16%
+214.1%
Q3 2020$710,000
+7.1%
19,469
+1.7%
0.37%
-0.5%
Q2 2020$663,000
+66200.0%
19,146
+95630.0%
0.37%
+36900.0%
Q1 2020$1,000
-88.9%
20
-91.4%
0.00%
-80.0%
Q4 2019$9,000
-30.8%
233
-31.9%
0.01%
-44.4%
Q3 2019$13,000
+30.0%
342
+30.0%
0.01%
+28.6%
Q2 2019$10,0000.0%2630.0%0.01%0.0%
Q1 2019$10,0000.0%2630.0%0.01%
-12.5%
Q4 2018$10,0000.0%2630.0%0.01%
+14.3%
Q3 2018$10,0000.0%2630.0%0.01%0.0%
Q2 2018$10,0000.0%2630.0%0.01%0.0%
Q1 2018$10,0002630.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders