Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 186 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$17,084
+6.8%
800.01%0.0%
Q3 2022$16,000
-5.9%
0
-100.0%
0.01%0.0%
Q2 2022$17,000
-22.7%
800.0%0.01%
-14.3%
Q1 2022$22,000
+15.8%
800.0%0.01%
+16.7%
Q3 2021$19,000
-9.5%
800.0%0.01%0.0%
Q2 2021$21,000
+16.7%
800.0%0.01%0.0%
Q4 2020$18,000
+12.5%
800.0%0.01%0.0%
Q3 2020$16,000
+23.1%
800.0%0.01%
+20.0%
Q2 2020$13,000
+18.2%
800.0%0.01%0.0%
Q1 2020$11,000
-31.2%
800.0%0.01%0.0%
Q4 2019$16,000
+6.7%
800.0%0.01%0.0%
Q3 2019$15,000800.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders