Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 83 filers reported holding ISHARES TR in Q3 2023. 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
Q4 2023$753,984
+20.4%
29,464
+14.9%
0.02%
+11.8%
Q3 2023$626,161
+8.7%
25,652
+12.1%
0.02%
-5.6%
Q2 2023$575,828
+21.0%
22,887
+23.1%
0.02%
+28.6%
Q1 2023$475,774
+130607.1%
18,585
+28.1%
0.01%
+27.3%
Q4 2022$36414,5070.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 447,431$12,181,0001.90%
Praetorian Wealth Management, Inc. 85,645$2,332,0000.79%
CGN Advisors LLC 32,888$895,0000.29%
Peloton Wealth Strategists 12,000$327,0000.13%
CONFLUENCE INVESTMENT MANAGEMENT LLC 240,582$6,550,0000.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 86,258$2,348,0000.09%
WRAPMANAGER INC 12,617$343,0000.09%
Archford Capital Strategies, LLC 10,588$288,0000.07%
CAPTRUST FINANCIAL ADVISORS 178,626$4,863,0000.04%
First National Bank of South Miami 1,642$45,0000.03%
View complete list of ISHARES TR shareholders