Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$40.0%20
-4.8%
0.00%0.0%
Q1 2023$4
-81.0%
21
-79.4%
0.00%
-75.0%
Q4 2022$21
-99.9%
1020.0%0.00%0.0%
Q3 2022$18,000
-10.0%
102
+1.0%
0.00%0.0%
Q2 2022$20,000
+25.0%
101
+24.7%
0.00%
+33.3%
Q1 2022$16,0000.0%81
+1.2%
0.00%0.0%
Q4 2021$16,000800.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders