Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$4,701,163
+3.3%
16,424
-2.5%
0.12%
-6.3%
Q3 2023$4,550,340
-8.5%
16,849
-5.1%
0.13%
-17.1%
Q2 2023$4,974,128
-1.5%
17,749
-4.1%
0.15%
+2.0%
Q1 2023$5,052,062
+92683.5%
18,502
-3.6%
0.15%
-9.7%
Q4 2022$5,445
-99.9%
19,192
-0.5%
0.16%
-1.2%
Q3 2022$4,880,000
-7.9%
19,288
-2.1%
0.17%
-5.1%
Q2 2022$5,299,000
-8.4%
19,706
-1.6%
0.18%
-0.6%
Q1 2022$5,782,000
-5.5%
20,022
-1.7%
0.18%
-5.3%
Q4 2021$6,120,000
+8.6%
20,374
-0.3%
0.19%
-1.6%
Q3 2021$5,637,000
+0.4%
20,430
-0.7%
0.19%
-1.6%
Q2 2021$5,614,000
+5.3%
20,575
-2.5%
0.19%
-4.0%
Q1 2021$5,330,000
+0.3%
21,113
-2.3%
0.20%
-9.5%
Q4 2020$5,315,000
+8.5%
21,614
+0.2%
0.22%
-5.1%
Q3 2020$4,899,000
+4.4%
21,565
-0.9%
0.23%
-3.7%
Q2 2020$4,694,000
+14.2%
21,770
-0.6%
0.24%
-7.3%
Q1 2020$4,111,000
-14.2%
21,893
-1.4%
0.26%
+13.4%
Q4 2019$4,791,000
+10.7%
22,208
-3.0%
0.23%
+1.8%
Q3 2019$4,328,000
-4.5%
22,895
-1.3%
0.23%
-8.5%
Q2 2019$4,531,000
+0.2%
23,205
-0.6%
0.25%
-6.1%
Q1 2019$4,522,000
+4.2%
23,338
-2.8%
0.26%
-8.7%
Q4 2018$4,340,000
-12.9%
24,001
-2.2%
0.29%
-1.7%
Q3 2018$4,980,000
+13.2%
24,544
-0.6%
0.29%
+7.3%
Q2 2018$4,398,000
+1.8%
24,684
-1.4%
0.27%
-2.8%
Q1 2018$4,321,000
-2.6%
25,035
-1.6%
0.28%
-2.4%
Q4 2017$4,435,000
-0.8%
25,454
-2.2%
0.29%
-5.9%
Q3 2017$4,473,000
+3.2%
26,025
-0.2%
0.31%
-1.0%
Q2 2017$4,334,000
+5.9%
26,066
-0.8%
0.31%
-0.3%
Q1 2017$4,093,000
+4.5%
26,286
-3.3%
0.31%
-5.8%
Q4 2016$3,918,000
-24.1%
27,185
-20.9%
0.33%
-27.5%
Q3 2016$5,165,000
-1.2%
34,385
-2.4%
0.46%
-7.1%
Q2 2016$5,227,000
+2.3%
35,242
-3.1%
0.49%
-2.6%
Q1 2016$5,109,000
-9.7%
36,352
-3.6%
0.50%
-13.6%
Q4 2015$5,657,000
+7.3%
37,713
+0.1%
0.58%
-1.5%
Q3 2015$5,272,000
-14.0%
37,679
-2.4%
0.59%
-10.3%
Q2 2015$6,127,000
+0.6%
38,604
-2.1%
0.66%
+2.3%
Q1 2015$6,088,000
+5.2%
39,452
-1.7%
0.64%
+0.6%
Q4 2014$5,787,000
+7.0%
40,151
-0.3%
0.64%
+3.4%
Q3 2014$5,409,000
+2.9%
40,260
-1.8%
0.62%
+2.8%
Q2 2014$5,256,000
-99.9%
40,994
-4.0%
0.60%
-8.8%
Q1 2014$5,254,151,000
+104418.6%
42,706
-1.0%
0.66%
-1.0%
Q4 2013$5,027,00043,1560.67%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders