CAPSTONE WEALTH MANAGEMENT GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$505,208
-4.6%
3,2840.0%0.52%
-4.2%
Q2 2023$529,346
+6.2%
3,2840.0%0.55%
-1.1%
Q1 2023$498,311
+4.6%
3,284
+0.0%
0.55%
+7.8%
Q4 2022$476,253
+12.9%
3,283
+0.0%
0.51%
-5.2%
Q3 2022$422,000
-6.4%
3,282
+0.0%
0.54%
-0.7%
Q2 2022$451,000
-11.7%
3,2810.0%0.54%
+6.5%
Q1 2022$511,000
-0.6%
3,281
+0.0%
0.51%
+22.2%
Q4 2021$514,0003,2800.42%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders