Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders