Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$505,783
+9.6%
6,385
-0.0%
0.01%0.0%
Q3 2023$461,291
+2.7%
6,386
+1.7%
0.01%0.0%
Q1 2023$449,121
+105327.5%
6,281
+0.6%
0.01%0.0%
Q4 2022$426
-99.9%
6,244
-0.7%
0.01%
-7.1%
Q3 2022$396,000
-0.3%
6,288
+0.8%
0.01%
+7.7%
Q2 2022$397,000
-17.6%
6,2360.0%0.01%
-13.3%
Q1 2022$482,000
-7.1%
6,236
+2.4%
0.02%
-6.2%
Q4 2021$519,000
+7.7%
6,0900.0%0.02%0.0%
Q3 2021$482,000
-6.4%
6,090
-4.4%
0.02%
-11.1%
Q2 2021$515,000
+6.2%
6,369
+2.9%
0.02%0.0%
Q1 2021$485,000
+8.5%
6,1900.0%0.02%
-5.3%
Q4 2020$447,000
+20.8%
6,190
+300.1%
0.02%
+5.6%
Q3 2020$370,000
+6.6%
1,5470.0%0.02%0.0%
Q2 2020$347,000
+17.6%
1,547
-6.5%
0.02%
-5.3%
Q1 2020$295,000
-19.8%
1,655
+7.0%
0.02%
+5.6%
Q4 2019$368,000
+3.7%
1,547
-2.5%
0.02%
-5.3%
Q3 2019$355,000
-1.1%
1,5870.0%0.02%
-5.0%
Q2 2019$359,000
+5.0%
1,587
+1.8%
0.02%0.0%
Q1 2019$342,000
+14.8%
1,5590.0%0.02%0.0%
Q4 2018$298,000
-17.9%
1,5590.0%0.02%
-4.8%
Q3 2018$363,000
+3.4%
1,5590.0%0.02%
-4.5%
Q2 2018$351,000
+3.2%
1,5590.0%0.02%0.0%
Q1 2018$340,000
+5.3%
1,559
+4.4%
0.02%
+4.8%
Q4 2017$323,000
+25.7%
1,494
+17.7%
0.02%
+16.7%
Q3 2017$257,000
+2.8%
1,2690.0%0.02%0.0%
Q2 2017$250,000
+8.2%
1,2690.0%0.02%
-5.3%
Q4 2016$231,000
+13.2%
1,269
+8.6%
0.02%
+5.6%
Q3 2016$204,0001,1680.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders