Capital Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 37 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$38,087,161
+16.2%
1,650,939
+10.3%
0.96%
+5.3%
Q3 2023$32,769,261
+12.7%
1,496,313
+15.5%
0.91%
+2.3%
Q2 2023$29,084,203
+146117.9%
1,295,510
+44.4%
0.89%
+47.3%
Q4 2022$19,891
-99.9%
897,222
+19.1%
0.60%
+6.9%
Q3 2022$16,418,000
+12.6%
753,459
+18.1%
0.56%
+16.3%
Q2 2022$14,583,000
+3.6%
638,226
+11.2%
0.48%
+12.6%
Q1 2022$14,071,000
+5.8%
574,105
+13.6%
0.43%
+5.9%
Q4 2021$13,299,000
+15.2%
505,178
+16.5%
0.41%
+4.6%
Q3 2021$11,540,000
+20.3%
433,598
+21.2%
0.39%
+17.2%
Q2 2021$9,592,000
+70.4%
357,661
+66.1%
0.33%
+56.1%
Q1 2021$5,628,000
+98.4%
215,369
+108.7%
0.21%
+78.2%
Q4 2020$2,837,000
+226.1%
103,204
+220.7%
0.12%
+183.3%
Q3 2020$870,00032,1790.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 125,857$3,313,0002.68%
PFG Private Wealth Management, LLC 179,225$4,718,0002.44%
Legacy CG, LLC 136,648$3,597,0002.16%
Matthew Goff Investment Advisor, LLC 268,222$7,061,0001.62%
Signature Wealth Management Group 98,281$2,587,0001.30%
Bradley & Co. Private Wealth Management, LLC 41,355$1,088,0000.87%
WRAPMANAGER INC 75,096$1,977,0000.49%
Peloton Wealth Strategists 44,500$1,171,0000.47%
Kesler, Norman & Wride, LLC 78,919$2,078,0000.44%
Capital Investment Advisors, LLC 505,178$13,299,0000.41%
View complete list of ISHARES TR shareholders