Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 136 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,587
-8.5%
39,535
-1.6%
0.34%
-8.9%
Q1 2024$2,827
+7.3%
40,159
+300.0%
0.37%
-0.3%
Q4 2023$2,635
+7.3%
10,040
-4.4%
0.37%
-1.6%
Q3 2023$2,455
-6.4%
10,5040.0%0.38%
-4.1%
Q2 2023$2,624
+9.5%
10,504
-0.1%
0.39%
-0.5%
Q1 2023$2,396
+6.7%
10,5160.0%0.39%
+1.0%
Q4 2022$2,246
-99.9%
10,516
-1.8%
0.39%
-4.9%
Q3 2022$2,106,000
-7.7%
10,7120.0%0.41%
-4.0%
Q2 2022$2,281,000
-21.4%
10,712
-0.3%
0.43%
-11.4%
Q1 2022$2,901,000
-3.5%
10,747
-1.2%
0.48%
-0.6%
Q4 2021$3,006,000
+15.9%
10,873
+2.0%
0.48%
+4.8%
Q3 2021$2,593,000
-5.4%
10,662
+1.2%
0.46%
-5.9%
Q2 2021$2,740,000
-0.7%
10,539
-1.6%
0.49%
-2.8%
Q1 2021$2,759,000
+21.1%
10,708
+3.7%
0.51%
+0.6%
Q4 2020$2,278,000
+13.3%
10,327
+2.2%
0.50%
+0.4%
Q3 2020$2,010,000
+22.0%
10,103
-0.2%
0.50%
+15.2%
Q2 2020$1,647,000
+70.5%
10,124
+44.9%
0.44%
+43.6%
Q1 2020$966,0006,9860.30%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 30,105$5,637,0003.45%
STRATEGIC WEALTH MANAGEMENT INC 18,277$3,418,0002.89%
TOTH FINANCIAL ADVISORY CORP 44,238$8,274,0002.01%
Clarus Wealth Advisors 6,888$1,288,0001.19%
Sage Capital Advisors,llc 6,009$1,124,0000.80%
FIRST UNITED BANK & TRUST 4,419$826,0000.54%
NVWM, LLC 3,935$721,0000.52%
BAROMETER CAPITAL MANAGEMENT INC. 32,700$6,116,0000.52%
CHARTIST INC /CA/ 5,553$1,038,627,0000.49%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 340,064$63,602,0000.48%
View complete list of ISHARES TR shareholders