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 Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders