Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$732,620
+11.6%
9,669
-1.4%
0.02%0.0%
Q3 2023$656,378
-5.9%
9,8040.0%0.02%
-14.3%
Q2 2023$697,726
+10.0%
9,8040.0%0.02%
+10.5%
Q1 2023$634,221
+113559.7%
9,8040.0%0.02%
+11.8%
Q4 2022$558
-99.9%
9,8040.0%0.02%
-15.0%
Q3 2022$571,000
+2.7%
9,8040.0%0.02%
+11.1%
Q2 2022$556,000
-24.5%
9,804
-0.1%
0.02%
-18.2%
Q1 2022$736,000
-10.9%
9,809
-0.2%
0.02%
-12.0%
Q4 2021$826,000
+8.7%
9,829
-0.0%
0.02%
-3.8%
Q3 2021$760,000
-0.4%
9,831
-0.1%
0.03%0.0%
Q2 2021$763,000
+2.1%
9,836
-1.5%
0.03%
-7.1%
Q1 2021$747,000
+6.0%
9,989
-0.1%
0.03%
-3.4%
Q4 2020$705,000
+14.6%
9,994
+306.1%
0.03%0.0%
Q3 2020$615,000
+6.6%
2,461
-6.6%
0.03%
-3.3%
Q2 2020$577,000
+23.6%
2,6360.0%0.03%0.0%
Q1 2020$467,000
-22.8%
2,636
-0.6%
0.03%
+3.4%
Q4 2019$605,000
+4.7%
2,651
-0.4%
0.03%
-3.3%
Q3 2019$578,000
-1.2%
2,661
-0.9%
0.03%
-6.2%
Q2 2019$585,000
+6.2%
2,686
-0.4%
0.03%0.0%
Q1 2019$551,000
+2.4%
2,696
-9.4%
0.03%
-11.1%
Q4 2018$538,000
-21.0%
2,976
-7.5%
0.04%
-10.0%
Q3 2018$681,000
+9.3%
3,2160.0%0.04%
+2.6%
Q2 2018$623,000
+5.1%
3,216
-1.1%
0.04%0.0%
Q1 2018$593,000
+1.4%
3,251
-0.3%
0.04%
+2.6%
Q4 2017$585,000
+19.4%
3,261
+9.2%
0.04%
+11.8%
Q3 2017$490,000
-4.7%
2,986
-4.6%
0.03%
-8.1%
Q2 2017$514,000
+2.0%
3,1310.0%0.04%
-2.6%
Q1 2017$504,000
+5.7%
3,131
-0.8%
0.04%
-5.0%
Q4 2016$477,000
+1.7%
3,156
-1.1%
0.04%
-2.4%
Q3 2016$469,000
+2.4%
3,1910.0%0.04%
-4.7%
Q2 2016$458,000
-1.5%
3,1910.0%0.04%
-6.5%
Q1 2016$465,000
+0.6%
3,1910.0%0.05%
-4.2%
Q4 2015$462,000
+2.0%
3,191
-3.0%
0.05%
-5.9%
Q3 2015$453,000
-3.8%
3,2910.0%0.05%0.0%
Q2 2015$471,000
+2.6%
3,291
+3.5%
0.05%
+4.1%
Q1 2015$459,000
+2.5%
3,180
-2.3%
0.05%
-2.0%
Q4 2014$448,000
+4.9%
3,255
-5.2%
0.05%
+2.0%
Q3 2014$427,000
-9.0%
3,435
-9.5%
0.05%
-9.3%
Q2 2014$469,000
-99.9%
3,795
-9.5%
0.05%
-14.3%
Q1 2014$504,575,000
+88577.5%
4,195
-10.5%
0.06%
-16.0%
Q4 2013$569,0004,6870.08%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders