Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$378,450
-24.6%
16,628
-29.4%
0.01%
-35.7%
Q3 2023$501,723
-29.6%
23,555
-26.9%
0.01%
-36.4%
Q2 2023$712,373
-40.8%
32,234
-38.0%
0.02%
-37.1%
Q1 2023$1,203,820
+103499.0%
51,978
+0.3%
0.04%0.0%
Q4 2022$1,162
-99.6%
51,809
+263.1%
0.04%
+250.0%
Q3 2022$298,000
-21.6%
14,268
-5.5%
0.01%
-23.1%
Q2 2022$380,000
-17.0%
15,106
-1.4%
0.01%
-7.1%
Q1 2022$458,000
-9.8%
15,321
-0.7%
0.01%
-12.5%
Q4 2021$508,000
-5.0%
15,423
-6.4%
0.02%
-11.1%
Q3 2021$535,000
-3.6%
16,473
-1.5%
0.02%
-5.3%
Q2 2021$555,000
+1.1%
16,718
-1.5%
0.02%
-9.5%
Q1 2021$549,000
+7.0%
16,9680.0%0.02%0.0%
Q4 2020$513,000
+10.8%
16,968
-0.3%
0.02%
-4.5%
Q3 2020$463,000
-1.3%
17,0260.0%0.02%
-8.3%
Q2 2020$469,000
+10.9%
17,0260.0%0.02%
-11.1%
Q1 2020$423,000
-26.6%
17,026
-11.6%
0.03%
-3.6%
Q4 2019$576,000
+1.1%
19,271
-1.2%
0.03%
-6.7%
Q3 2019$570,000
-2.7%
19,513
-1.9%
0.03%
-6.2%
Q2 2019$586,000
-6.1%
19,888
-5.2%
0.03%
-11.1%
Q1 2019$624,000
+12.8%
20,9780.0%0.04%
-2.7%
Q4 2018$553,000
-14.0%
20,978
-3.0%
0.04%
-2.6%
Q3 2018$643,000
+6.5%
21,628
-1.3%
0.04%0.0%
Q2 2018$604,000
-2.6%
21,923
-4.4%
0.04%
-5.0%
Q1 2018$620,000
-12.7%
22,928
-5.0%
0.04%
-13.0%
Q4 2017$710,000
-18.2%
24,125
-15.5%
0.05%
-23.3%
Q3 2017$868,000
-10.9%
28,559
-5.4%
0.06%
-14.3%
Q2 2017$974,000
-1.8%
30,184
-1.6%
0.07%
-6.7%
Q1 2017$992,000
-8.6%
30,669
-2.5%
0.08%
-17.6%
Q4 2016$1,085,000
+0.6%
31,444
-6.0%
0.09%
-4.2%
Q3 2016$1,078,000
-7.7%
33,456
-4.6%
0.10%
-12.8%
Q2 2016$1,168,000
+6.2%
35,071
-2.0%
0.11%
+0.9%
Q1 2016$1,100,000
-0.5%
35,781
-6.7%
0.11%
-5.3%
Q4 2015$1,105,000
+5.6%
38,366
-1.0%
0.11%
-2.6%
Q3 2015$1,046,000
-17.2%
38,741
-10.2%
0.12%
-14.0%
Q2 2015$1,263,000
-10.0%
43,126
-7.2%
0.14%
-8.7%
Q1 2015$1,404,000
-9.5%
46,466
-12.3%
0.15%
-13.4%
Q4 2014$1,551,000
-0.5%
52,983
+1.8%
0.17%
-3.4%
Q3 2014$1,559,000
+0.5%
52,041
+1.7%
0.18%0.0%
Q2 2014$1,552,000
-99.9%
51,178
+1.8%
0.18%
-5.8%
Q1 2014$1,506,504,000
+97408.3%
50,250
-3.3%
0.19%
-7.8%
Q4 2013$1,545,00051,9700.20%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders