Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,692,213
+0.7%
71,734
-4.6%
0.04%
-8.7%
Q3 2023$1,680,183
-11.1%
75,210
-6.1%
0.05%
-20.7%
Q2 2023$1,889,572
+4.9%
80,067
-2.9%
0.06%
+9.4%
Q1 2023$1,801,646
+91633.5%
82,493
-4.7%
0.05%
-10.2%
Q4 2022$1,964
-99.9%
86,567
-4.7%
0.06%
-9.2%
Q3 2022$1,902,000
-28.6%
90,852
-8.8%
0.06%
-26.1%
Q2 2022$2,663,000
-24.1%
99,595
-7.3%
0.09%
-17.8%
Q1 2022$3,510,000
-9.0%
107,435
-3.9%
0.11%
-9.3%
Q4 2021$3,858,000
-11.1%
111,791
-6.8%
0.12%
-19.2%
Q3 2021$4,339,000
-9.0%
119,940
-6.6%
0.15%
-11.0%
Q2 2021$4,767,000
-2.3%
128,428
-7.2%
0.16%
-10.9%
Q1 2021$4,877,000
+7.9%
138,326
-2.5%
0.18%
-2.6%
Q4 2020$4,519,000
+19.3%
141,850
-3.6%
0.19%
+4.4%
Q3 2020$3,789,000
+1.5%
147,099
-2.0%
0.18%
-6.2%
Q2 2020$3,732,000150,1210.19%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders