Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$15,640,661
+16.0%
127,419
-0.8%
0.39%
+5.1%
Q3 2023$13,481,569
-6.2%
128,494
-2.7%
0.37%
-14.8%
Q2 2023$14,378,134
+13.5%
132,067
-3.2%
0.44%
+17.4%
Q1 2023$12,666,936
+120964.1%
136,482
-2.8%
0.37%
+17.7%
Q4 2022$10,463
-99.9%
140,465
-1.8%
0.32%
-11.9%
Q3 2022$10,496,000
-10.3%
143,051
-2.3%
0.36%
-7.2%
Q2 2022$11,702,000
-25.1%
146,370
-3.5%
0.39%
-18.7%
Q1 2022$15,625,000
-11.2%
151,639
-1.1%
0.48%
-11.2%
Q4 2021$17,600,000
+10.9%
153,283
-2.2%
0.54%
+0.6%
Q3 2021$15,873,000
-0.9%
156,750
-2.7%
0.53%
-3.3%
Q2 2021$16,021,000
+12.2%
161,180
-1.0%
0.55%
+2.6%
Q1 2021$14,279,000
-0.6%
162,818
-3.5%
0.54%
-10.3%
Q4 2020$14,360,000
+12.1%
168,777
+296.6%
0.60%
-2.0%
Q3 2020$12,811,000
+10.7%
42,553
-0.8%
0.61%
+2.0%
Q2 2020$11,570,000
+31.0%
42,883
-0.7%
0.60%
+6.4%
Q1 2020$8,830,000
-14.2%
43,200
-2.3%
0.56%
+13.5%
Q4 2019$10,286,000
+11.6%
44,221
-2.0%
0.50%
+2.9%
Q3 2019$9,217,000
+1.0%
45,133
-2.1%
0.48%
-3.4%
Q2 2019$9,123,000
+1.6%
46,101
-2.2%
0.50%
-4.6%
Q1 2019$8,981,000
+17.6%
47,119
-1.4%
0.52%
+2.9%
Q4 2018$7,640,000
-17.6%
47,768
-0.0%
0.51%
-6.9%
Q3 2018$9,268,000
+8.1%
47,769
-0.6%
0.55%
+2.4%
Q2 2018$8,571,000
+4.8%
48,080
-1.1%
0.53%
+0.2%
Q1 2018$8,179,000
-2.5%
48,623
-5.6%
0.53%
-2.6%
Q4 2017$8,386,000
+4.8%
51,522
-3.5%
0.55%
-0.5%
Q3 2017$8,000,000
+2.9%
53,365
-4.1%
0.55%
-1.3%
Q2 2017$7,773,000
+2.8%
55,632
-0.6%
0.56%
-3.0%
Q1 2017$7,563,000
+11.1%
55,954
-1.1%
0.57%0.0%
Q4 2016$6,807,000
-3.0%
56,604
-4.0%
0.57%
-7.1%
Q3 2016$7,015,000
+11.2%
58,952
-1.6%
0.62%
+4.6%
Q2 2016$6,310,000
-3.6%
59,934
-0.6%
0.59%
-8.2%
Q1 2016$6,545,000
+0.5%
60,324
-0.8%
0.64%
-3.9%
Q4 2015$6,510,000
+7.5%
60,825
-0.6%
0.67%
-1.3%
Q3 2015$6,054,000
-7.1%
61,209
-1.7%
0.68%
-3.1%
Q2 2015$6,518,000
-2.6%
62,272
-2.3%
0.70%
-1.0%
Q1 2015$6,690,000
+0.8%
63,740
+0.3%
0.71%
-3.5%
Q4 2014$6,638,000
+3.6%
63,578
-0.1%
0.73%0.0%
Q3 2014$6,410,000
+3.3%
63,618
-0.7%
0.73%
+3.2%
Q2 2014$6,205,000
-99.9%
64,046
-3.9%
0.71%
-6.7%
Q1 2014$6,069,446,000
+106794.1%
66,653
+3.8%
0.76%
+1.2%
Q4 2013$5,678,00064,1990.75%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders