Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 91 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,353,325
+5.6%
53,020
+5.5%
0.04%
-5.1%
Q2 2023$1,281,613
+20.4%
50,279
+20.2%
0.04%
+25.8%
Q1 2023$1,064,040
+148925.2%
41,842
+48.6%
0.03%
+40.9%
Q4 2022$714
-99.9%
28,165
+46.7%
0.02%
+29.4%
Q3 2022$485,000
+0.8%
19,203
+1.9%
0.02%
+6.2%
Q2 2022$481,000
+3.0%
18,847
+2.8%
0.02%
+14.3%
Q1 2022$467,000
+5.4%
18,337
+7.2%
0.01%0.0%
Q4 2021$443,000
+7.8%
17,099
+8.1%
0.01%0.0%
Q3 2021$411,000
+17.1%
15,818
+17.6%
0.01%
+16.7%
Q2 2021$351,000
+5.4%
13,450
+5.7%
0.01%
-7.7%
Q1 2021$333,000
-4.6%
12,725
-4.5%
0.01%
-13.3%
Q4 2020$349,000
-0.3%
13,3300.0%0.02%
-11.8%
Q3 2020$350,000
-3.6%
13,330
-3.8%
0.02%
-10.5%
Q2 2020$363,000
+2.3%
13,8530.0%0.02%
-17.4%
Q1 2020$355,000
+9.2%
13,853
+10.0%
0.02%
+43.8%
Q4 2019$325,000
+8.7%
12,593
+8.5%
0.02%0.0%
Q3 2019$299,000
+15.9%
11,602
+15.7%
0.02%
+14.3%
Q2 2019$258,00010,0270.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
LifeSteps Financial, Inc. 61,152$1,569,0001.81%
Gateway Advisory, LLC 208,783$5,355,0001.80%
SENTINEL PENSION ADVISORS INC 73,592$1,888,0000.92%
Paulson Wealth Management Inc. 42,056$1,087,0000.83%
SONATA CAPITAL GROUP INC 30,606$785,0000.59%
Guidance Point Advisors, LLC 32,655$837,0000.54%
Stonebridge Capital Advisors LLC 89,515$2,296,0000.48%
LEAVELL INVESTMENT MANAGEMENT, INC. 157,020$4,028,0000.47%
Roof Eidam Maycock Peralta, LLC 40,905$1,049,0000.44%
TLWM 26,720$685,0000.40%
View complete list of ISHARES TR shareholders