Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$13,000
-7.1%
2200.0%0.00%0.0%
Q4 2021$14,000
+100.0%
220
+103.7%
0.00%
+100.0%
Q3 2021$7,0000.0%108
+500.0%
0.00%0.0%
Q2 2021$7,000
+16.7%
180.0%0.00%0.0%
Q1 2021$6,000
-66.7%
18
-91.4%
0.00%
-75.0%
Q4 2020$18,000
+260.0%
210
+1066.7%
0.00%
+300.0%
Q3 2020$5,0000.0%180.0%0.00%0.0%
Q2 2020$5,000
+25.0%
180.0%0.00%0.0%
Q1 2020$4,000180.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders