Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 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 Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$317
-10.2%
4,3120.0%0.05%
-7.5%
Q2 2023$353
-2.2%
4,3120.0%0.05%
-10.2%
Q1 2023$361
-3.2%
4,3120.0%0.06%
-9.2%
Q4 2022$373
-99.9%
4,3120.0%0.06%
-4.4%
Q3 2022$350,000
-5.1%
4,3120.0%0.07%
-1.4%
Q2 2022$369,000
-3.9%
4,312
+2.1%
0.07%
+7.8%
Q1 2022$384,000
+2.7%
4,2240.0%0.06%
+6.7%
Q4 2021$374,000
+12.3%
4,2240.0%0.06%
+1.7%
Q3 2021$333,000
+0.3%
4,2240.0%0.06%
-1.7%
Q2 2021$332,000
-1.2%
4,2240.0%0.06%
-3.2%
Q1 2021$336,000
+2.4%
4,2240.0%0.06%
-13.9%
Q4 2020$328,000
+6.5%
4,224
+100.0%
0.07%
-6.5%
Q3 2020$308,000
+4.1%
2,1120.0%0.08%
-1.3%
Q2 2020$296,000
+1.4%
2,1120.0%0.08%
-15.2%
Q1 2020$292,000
-14.6%
2,1120.0%0.09%
+5.7%
Q4 2019$342,000
-19.5%
2,112
-32.9%
0.09%
-26.3%
Q3 2019$425,000
+33.6%
3,147
+49.0%
0.12%
+31.1%
Q2 2019$318,000
-19.7%
2,112
-21.5%
0.09%
-15.9%
Q1 2019$396,000
+9.7%
2,6910.0%0.11%0.0%
Q4 2018$361,0000.0%2,6910.0%0.11%
+4.9%
Q3 2018$361,000
+1.7%
2,6910.0%0.10%
-8.1%
Q2 2018$355,000
+3.5%
2,6910.0%0.11%0.0%
Q1 2018$343,000
-4.2%
2,6910.0%0.11%
-5.9%
Q4 2017$358,0000.0%2,6910.0%0.12%
-6.3%
Q3 2017$358,000
+2.3%
2,6910.0%0.13%
-2.3%
Q2 2017$350,000
+1.2%
2,6910.0%0.13%
-3.0%
Q1 2017$346,000
+5.5%
2,6910.0%0.13%
-1.5%
Q4 2016$328,000
-0.6%
2,6910.0%0.14%
-6.9%
Q3 2016$330,000
-6.5%
2,6910.0%0.14%
-12.7%
Q2 2016$353,000
+6.0%
2,6910.0%0.17%0.0%
Q1 2016$333,000
+14.8%
2,6910.0%0.17%
+9.9%
Q4 2015$290,000
-10.5%
2,691
-10.5%
0.15%
-15.6%
Q3 2015$324,000
-3.3%
3,007
-6.9%
0.18%
+2.9%
Q2 2015$335,000
-9.0%
3,231
-1.8%
0.17%
-8.9%
Q1 2015$368,000
-5.4%
3,2900.0%0.19%
-9.9%
Q4 2014$389,000
+15.4%
3,290
+2.7%
0.21%
+10.4%
Q3 2014$337,000
-2.9%
3,203
+2.7%
0.19%
-1.5%
Q2 2014$347,000
+25.7%
3,120
+17.8%
0.20%
+20.4%
Q1 2014$276,000
+9.5%
2,649
+0.9%
0.16%
-3.0%
Q4 2013$252,0002,6250.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders