Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 88 filers reported holding ISHARES TR in Q1 2022. 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
Q2 2024$1,069,243
+16.4%
40,372
+16.3%
0.02%
+14.3%
Q1 2024$918,544
+1.0%
34,714
+1.3%
0.02%
-8.7%
Q4 2023$909,629
+14.1%
34,267
+12.1%
0.02%
+4.5%
Q3 2023$796,953
+10.1%
30,558
+11.2%
0.02%0.0%
Q2 2023$723,980
+5.6%
27,491
+6.7%
0.02%
+10.0%
Q1 2023$685,633
+125244.2%
25,766
+24.3%
0.02%
+17.6%
Q4 2022$547
-99.8%
20,729
+81.2%
0.02%
+70.0%
Q3 2022$297,000
-0.3%
11,442
+2.3%
0.01%0.0%
Q2 2022$298,000
+8.4%
11,183
+8.4%
0.01%
+25.0%
Q1 2022$275,000
+18.5%
10,315
+24.1%
0.01%
+14.3%
Q4 2021$232,0008,3130.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 200,238$5,280,2761.90%
Virginia National Bank 17,311$456,4911.68%
WJ Wealth Management, LLC 85,437$2,252,9731.31%
Newman Dignan & Sheerar, Inc. 136,623$3,602,7401.19%
SONATA CAPITAL GROUP INC 62,460$1,6470.92%
Gateway Advisory, LLC 123,974$3,2690.84%
Covington Investment Advisors Inc. 120,589$3,1800.76%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,763$1,180,4000.76%
Signature Wealth Management Group 51,557$1,359,5580.66%
Hedeker Wealth, LLC 66,459$1,752,5240.66%
View complete list of ISHARES TR shareholders