Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52
-5.5%
9060.0%0.01%0.0%
Q2 2023$55
+5.8%
9060.0%0.01%
-11.1%
Q1 2023$52
+6.1%
9060.0%0.01%0.0%
Q4 2022$49
-99.9%
9060.0%0.01%0.0%
Q3 2022$46,000
-2.1%
9060.0%0.01%0.0%
Q2 2022$47,000
-19.0%
9060.0%0.01%
-10.0%
Q1 2022$58,000
-12.1%
9060.0%0.01%
-9.1%
Q4 2021$66,000
+6.5%
9060.0%0.01%0.0%
Q3 2021$62,0000.0%9060.0%0.01%0.0%
Q2 2021$62,000
-72.6%
906
-82.8%
0.01%
-73.2%
Q1 2021$226,000
+289.7%
5,269
+3389.4%
0.04%
+215.4%
Q4 2020$58,000
+20.8%
1510.0%0.01%
+8.3%
Q3 2020$48,000
+9.1%
1510.0%0.01%0.0%
Q2 2020$44,000
+33.3%
1510.0%0.01%
+20.0%
Q1 2020$33,000
-60.2%
151
-51.9%
0.01%
-52.4%
Q4 2019$83,000
+9.2%
3140.0%0.02%0.0%
Q3 2019$76,000
-3.8%
3140.0%0.02%
-4.5%
Q2 2019$79,000
+6.8%
3140.0%0.02%
+10.0%
Q1 2019$74,000
+21.3%
3140.0%0.02%
+11.1%
Q4 2018$61,000
-17.6%
3140.0%0.02%
-14.3%
Q3 2018$74,000
+7.2%
3140.0%0.02%
-4.5%
Q2 2018$69,000
+4.5%
3140.0%0.02%
+4.8%
Q1 2018$66,000
+3.1%
3140.0%0.02%0.0%
Q4 2017$64,000
+6.7%
3140.0%0.02%0.0%
Q3 2017$60,000
+5.3%
3140.0%0.02%0.0%
Q2 2017$57,000
+3.6%
3140.0%0.02%0.0%
Q1 2017$55,000
+7.8%
3140.0%0.02%0.0%
Q4 2016$51,0000.0%3140.0%0.02%
-4.5%
Q3 2016$51,000
+4.1%
3140.0%0.02%
-4.3%
Q2 2016$49,000
+2.1%
3140.0%0.02%
-4.2%
Q1 2016$48,000
-2.0%
3140.0%0.02%
-7.7%
Q4 2015$49,000
+4.3%
3140.0%0.03%0.0%
Q3 2015$47,000
-9.6%
3140.0%0.03%
-3.7%
Q2 2015$52,0000.0%3140.0%0.03%0.0%
Q1 2015$52,000
+6.1%
3140.0%0.03%0.0%
Q4 2014$49,000
+6.5%
3140.0%0.03%
+3.8%
Q3 2014$46,000
-2.1%
3140.0%0.03%0.0%
Q2 2014$47,000
+2.2%
3140.0%0.03%
-3.7%
Q1 2014$46,000
+2.2%
3140.0%0.03%
-10.0%
Q4 2013$45,0003140.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Redhawk Wealth Advisors, Inc. 174,462$12,017,0003.32%
CREATIVE FINANCIAL DESIGNS INC /ADV 269,760$18,581,0003.07%
Matrix Trust Co 172,381$11,874,0003.04%
Stewardship Advisors, LLC 105,647$7,277,0002.75%
CAPITAL WEALTH MANAGEMENT, LLC 49,559$3,414,0002.64%
LEO BROKERAGE, LLC 178,739$12,312,0002.28%
Colonial River Wealth Management, LLC 30,704$2,222,0001.57%
CALIBER WEALTH MANAGEMENT, LLC 30,704$2,222,0001.57%
Summit Asset Management, LLC 71,497$4,925,0001.54%
Portfolio Strategies, Inc. 110,793$7,631,0001.53%
View complete list of ISHARES TR shareholders