Capital Advisory Group Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$34,000
-2.9%
3300.0%0.02%
+25.0%
Q1 2022$35,000
-36.4%
330
-43.1%
0.02%
-20.0%
Q3 2021$55,000
-15.4%
580
-13.4%
0.02%
-16.7%
Q2 2021$65,000
+1.6%
6700.0%0.02%
-4.0%
Q1 2021$64,000
+8.5%
6700.0%0.02%0.0%
Q4 2020$59,000
-3.3%
670
-11.8%
0.02%
-21.9%
Q3 2020$61,000
-83.8%
760
-83.7%
0.03%
-84.8%
Q2 2020$377,000
+262.5%
4,650
+219.8%
0.21%
+63.6%
Q1 2020$104,000
-97.4%
1,454
-96.5%
0.13%
-93.9%
Q4 2019$4,025,000
+144.2%
41,101
+134.5%
2.12%
+93.6%
Q3 2019$1,648,000
+4.2%
17,529
+4.5%
1.10%
+4.0%
Q2 2019$1,581,000
+156.7%
16,778
+154.1%
1.06%
+139.2%
Q1 2019$616,000
+107.4%
6,604
+86.0%
0.44%
+90.9%
Q4 2018$297,000
+3.1%
3,550
+10.9%
0.23%
+20.3%
Q3 2018$288,000
+6.7%
3,200
-0.9%
0.19%
-1.5%
Q2 2018$270,000
+31.1%
3,230
+30.8%
0.20%
+29.1%
Q1 2018$206,0002,4700.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders