Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 188 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 11.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$382,460
+11.7%
3,282
+0.2%
0.01%
+11.1%
Q3 2023$342,378
-3.6%
3,2770.0%0.01%
-18.2%
Q2 2023$354,994
+8.3%
3,277
+0.0%
0.01%
+10.0%
Q1 2023$327,793
+107021.9%
3,276
+0.1%
0.01%
+11.1%
Q4 2022$306
-99.9%
3,274
+0.2%
0.01%
-10.0%
Q3 2022$287,000
-14.8%
3,269
-10.4%
0.01%
-9.1%
Q2 2022$337,000
-17.0%
3,649
+0.0%
0.01%
-8.3%
Q1 2022$406,000
-5.6%
3,648
+0.1%
0.01%
-7.7%
Q4 2021$430,000
+9.4%
3,646
+0.1%
0.01%0.0%
Q3 2021$393,0000.0%3,6430.0%0.01%
-7.1%
Q2 2021$393,000
+8.0%
3,643
+0.1%
0.01%0.0%
Q1 2021$364,000
+6.1%
3,6400.0%0.01%0.0%
Q4 2020$343,000
+13.2%
3,640
+100.0%
0.01%0.0%
Q3 2020$303,000
-10.9%
1,820
-18.0%
0.01%
-22.2%
Q2 2020$340,000
+48.5%
2,219
+22.2%
0.02%
+20.0%
Q1 2020$229,000
-21.0%
1,8160.0%0.02%
+7.1%
Q4 2019$290,000
+8.2%
1,816
+0.1%
0.01%0.0%
Q3 2019$268,000
+1.1%
1,8140.0%0.01%
-6.7%
Q2 2019$265,000
+3.5%
1,814
+0.1%
0.02%0.0%
Q1 2019$256,000
+13.8%
1,813
+0.1%
0.02%0.0%
Q4 2018$225,000
-14.4%
1,811
+0.1%
0.02%
-6.2%
Q3 2018$263,000
+6.5%
1,809
+0.1%
0.02%
+6.7%
Q2 2018$247,000
+3.3%
1,8080.0%0.02%
-6.2%
Q1 2018$239,000
-0.8%
1,808
+0.1%
0.02%0.0%
Q4 2017$241,000
+6.2%
1,807
+0.1%
0.02%0.0%
Q3 2017$227,000
+3.7%
1,805
+0.1%
0.02%0.0%
Q2 2017$219,000
+2.8%
1,8040.0%0.02%0.0%
Q1 2017$213,000
-7.0%
1,804
-11.7%
0.02%
-15.8%
Q4 2016$229,000
+3.2%
2,043
+0.1%
0.02%
-5.0%
Q3 2016$222,000
+3.7%
2,0410.0%0.02%0.0%
Q2 2016$214,000
+2.4%
2,041
+0.0%
0.02%
-4.8%
Q1 2016$209,000
+0.5%
2,040
+0.1%
0.02%0.0%
Q4 2015$208,0000.0%2,038
-5.4%
0.02%
-8.7%
Q3 2015$208,000
-7.6%
2,155
+0.0%
0.02%
-4.2%
Q2 2015$225,000
-0.4%
2,154
+0.0%
0.02%0.0%
Q1 2015$226,000
+4.1%
2,153
+2.9%
0.02%0.0%
Q4 2014$217,0002,0920.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders