Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$649,100
+11.8%
8,121
+2.9%
0.02%0.0%
Q3 2023$580,562
-14.2%
7,890
-4.7%
0.02%
-23.8%
Q2 2023$676,826
-5.9%
8,279
-3.6%
0.02%0.0%
Q1 2023$719,003
+95006.2%
8,589
-1.7%
0.02%
-8.7%
Q4 2022$756
-99.9%
8,739
-1.1%
0.02%
-8.0%
Q3 2022$717,000
-5.3%
8,834
-0.1%
0.02%0.0%
Q2 2022$757,000
-3.9%
8,839
+2.1%
0.02%
+4.2%
Q1 2022$788,000
-3.2%
8,654
-6.0%
0.02%
-4.0%
Q4 2021$814,000
+6.4%
9,204
-5.0%
0.02%
-3.8%
Q3 2021$765,000
-4.7%
9,689
-5.3%
0.03%
-7.1%
Q2 2021$803,000
-1.7%
10,229
-0.3%
0.03%
-9.7%
Q1 2021$817,000
+1.2%
10,264
-1.3%
0.03%
-8.8%
Q4 2020$807,000
+6.3%
10,400
+100.0%
0.03%
-5.6%
Q3 2020$759,000
+4.1%
5,2000.0%0.04%
-5.3%
Q2 2020$729,000
+1.5%
5,2000.0%0.04%
-17.4%
Q1 2020$718,000
-16.7%
5,200
-2.3%
0.05%
+9.5%
Q4 2019$862,000
-2.5%
5,320
-2.0%
0.04%
-8.7%
Q3 2019$884,000
+7.5%
5,430
-0.4%
0.05%
+2.2%
Q2 2019$822,000
-1.9%
5,450
-4.2%
0.04%
-8.2%
Q1 2019$838,000
+8.1%
5,690
-1.5%
0.05%
-5.8%
Q4 2018$775,000
-6.3%
5,775
-6.4%
0.05%
+6.1%
Q3 2018$827,000
+1.0%
6,170
-0.6%
0.05%
-3.9%
Q2 2018$819,000
-0.2%
6,210
-3.6%
0.05%
-5.6%
Q1 2018$821,000
-15.2%
6,445
-11.6%
0.05%
-14.3%
Q4 2017$968,000
+10.8%
7,287
+10.8%
0.06%
+5.0%
Q3 2017$874,000
-4.1%
6,576
-6.1%
0.06%
-7.7%
Q2 2017$911,000
+1.0%
7,004
-0.3%
0.06%
-4.4%
Q1 2017$902,000
+3.7%
7,024
-1.7%
0.07%
-6.8%
Q4 2016$870,000
-4.4%
7,144
-3.8%
0.07%
-8.8%
Q3 2016$910,000
-9.4%
7,423
-2.9%
0.08%
-14.9%
Q2 2016$1,004,000
+5.1%
7,645
-1.0%
0.09%0.0%
Q1 2016$955,000
+14.1%
7,720
-0.4%
0.09%
+9.3%
Q4 2015$837,000
-1.5%
7,752
-1.6%
0.09%
-9.5%
Q3 2015$850,000
+3.8%
7,881
-0.2%
0.10%
+8.0%
Q2 2015$819,000
-9.8%
7,900
-2.8%
0.09%
-8.3%
Q1 2015$908,000
-4.9%
8,128
+0.6%
0.10%
-9.4%
Q4 2014$955,000
+10.9%
8,078
-1.3%
0.11%
+7.1%
Q3 2014$861,000
-8.5%
8,182
-3.2%
0.10%
-8.3%
Q2 2014$941,000
-99.9%
8,451
+2.7%
0.11%0.0%
Q1 2014$857,523,000
+104603.7%
8,230
-3.7%
0.11%
-0.9%
Q4 2013$819,0008,5500.11%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders