Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 335 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$16,752,762
+5.6%
703,307
+5.7%
0.38%
+2.4%
Q1 2024$15,871,010
+9.8%
665,451
+10.0%
0.37%
+1.9%
Q4 2023$14,460,231
+14.6%
605,031
+11.8%
0.36%
+4.0%
Q3 2023$12,623,226
+6.8%
540,957
+7.5%
0.35%
-3.1%
Q2 2023$11,814,170
+13.7%
503,373
+15.0%
0.36%
+17.6%
Q1 2023$10,387,795
+112164.1%
437,749
+10.5%
0.31%
+9.3%
Q4 2022$9,253
-99.9%
396,280
+16.7%
0.28%
+4.1%
Q3 2022$7,844,000
+5.3%
339,587
+8.4%
0.27%
+8.9%
Q2 2022$7,450,000
-72.0%
313,144
-71.0%
0.25%
-69.6%
Q1 2022$26,575,000
+5.6%
1,078,080
+11.6%
0.81%
+5.7%
Q4 2021$25,173,000
+9.2%
965,596
+11.0%
0.77%
-1.0%
Q3 2021$23,056,000
+13.2%
870,046
+13.7%
0.78%
+10.5%
Q2 2021$20,369,000
+18.0%
765,453
+16.9%
0.70%
+8.0%
Q1 2021$17,263,000
+13.1%
654,880
+16.3%
0.65%
+1.9%
Q4 2020$15,260,000
+16.6%
563,066
+15.4%
0.64%
+2.1%
Q3 2020$13,084,000
+29.1%
487,847
+28.5%
0.62%
+19.0%
Q2 2020$10,132,000
+128.5%
379,750
+110.2%
0.52%
+85.5%
Q1 2020$4,435,000
+83.1%
180,665
+90.7%
0.28%
+141.9%
Q4 2019$2,422,00094,7380.12%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 225,305$5,939,0004.09%
CAPITAL ADVISORS INC/OK 3,324,727$87,640,0002.87%
4Thought Financial Group Inc. 107,615$2,837,0002.74%
Gateway Advisory, LLC 294,889$7,773,0001.97%
Signature Wealth Management Group 122,729$3,235,0001.90%
Peloton Wealth Strategists 149,700$3,946,0001.85%
SIGMA INVESTMENT COUNSELORS INC 862,197$22,728,0001.84%
Bradley & Co. Private Wealth Management, LLC 51,567$1,359,0001.25%
Praetorian Wealth Management, Inc. 117,674$3,101,0001.09%
NovaPoint Capital, LLC 57,046$1,504,0000.70%
View complete list of ISHARES TR shareholders