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. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders