Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,049
-9.2%
19,3360.0%0.31%
-6.8%
Q2 2023$2,256
+1.0%
19,336
-0.3%
0.34%
-8.2%
Q1 2023$2,233
+2.9%
19,401
+0.0%
0.37%
-2.7%
Q4 2022$2,170
-99.9%
19,400
+0.0%
0.38%
+9.6%
Q3 2022$1,769,000
-8.1%
19,3990.0%0.34%
-4.4%
Q2 2022$1,924,000
-10.5%
19,399
+0.0%
0.36%
+0.8%
Q1 2022$2,149,000
+7.3%
19,397
-0.4%
0.36%
+10.5%
Q4 2021$2,003,000
-3.6%
19,483
-2.2%
0.32%
-12.9%
Q3 2021$2,078,000
-4.5%
19,931
+0.3%
0.37%
-4.9%
Q2 2021$2,176,000
+6.2%
19,869
+1.0%
0.39%
+3.7%
Q1 2021$2,049,000
+9.6%
19,679
-0.3%
0.38%
-9.0%
Q4 2020$1,869,000
+24.2%
19,736
+107.7%
0.41%
+10.1%
Q3 2020$1,505,000
-4.6%
9,503
-0.8%
0.38%
-10.1%
Q2 2020$1,578,000
+54.4%
9,578
+34.8%
0.42%
+30.3%
Q1 2020$1,022,0007,1040.32%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders