Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 225 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$356,844
+7.9%
3,773
+9.1%
0.01%0.0%
Q1 2024$330,621
-1.2%
3,457
-11.7%
0.01%0.0%
Q4 2023$334,541
+13.7%
3,917
-0.5%
0.01%0.0%
Q3 2023$294,161
-1.5%
3,935
-1.6%
0.01%
-11.1%
Q2 2023$298,496
+1.5%
4,001
-3.2%
0.01%0.0%
Q1 2023$293,946
+94113.5%
4,132
+0.0%
0.01%0.0%
Q4 2022$312
-99.9%
4,131
+3.4%
0.01%0.0%
Q3 2022$270,000
-1.8%
3,994
+1.5%
0.01%0.0%
Q2 2022$275,000
-17.2%
3,934
+0.0%
0.01%
-10.0%
Q1 2022$332,000
-2.6%
3,933
+0.0%
0.01%0.0%
Q4 2021$341,000
+5.2%
3,932
+0.0%
0.01%
-9.1%
Q3 2021$324,000
+1.6%
3,931
-0.3%
0.01%0.0%
Q2 2021$319,000
+4.2%
3,941
-3.6%
0.01%
-8.3%
Q1 2021$306,000
+20.5%
4,089
+7.4%
0.01%
+9.1%
Q4 2020$254,000
+18.7%
3,807
+101.5%
0.01%
+10.0%
Q3 2020$214,000
+2.4%
1,889
-0.4%
0.01%
-9.1%
Q2 2020$209,000
-19.6%
1,896
+0.4%
0.01%
-15.4%
Q4 2019$260,000
+7.0%
1,888
-0.1%
0.01%0.0%
Q3 2019$243,000
+2.5%
1,8890.0%0.01%0.0%
Q2 2019$237,000
+6.3%
1,8890.0%0.01%0.0%
Q1 2019$223,000
-5.1%
1,889
-30.9%
0.01%
-51.9%
Q3 2014$235,000
-2.5%
2,733
-4.2%
0.03%
-3.6%
Q2 2014$241,000
-6.9%
2,853
-11.5%
0.03%
-17.6%
Q4 2013$259,0003,2250.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,736$6,035,0005.91%
Stillwater Capital Advisors, LLC 103,693$11,030,0002.75%
Somerset Group LLC 20,999$2,234,0002.26%
Peachtree Investment Advisors, Inc. 27,153$2,888,0002.23%
CIM, LLC 40,565$4,315,0001.89%
Madden Advisory Services, Inc. 24,876$2,646,0001.60%
BANK HAPOALIM BM 46,607$4,958,0001.59%
Risk Paradigm Group, LLC 5,358$569,930,0001.39%
PETTYJOHN, WOOD & WHITE, INC 31,940$3,397,0001.24%
PATTEN & PATTEN INC/TN 87,521$9,310,0001.14%
View complete list of ISHARES TR shareholders