Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 37 filers reported holding ISHARES TR in Q4 2020. 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
Q3 2023$77
-3.8%
2,6000.0%0.01%0.0%
Q2 2023$80
-1.2%
2,6000.0%0.01%
-7.7%
Q1 2023$81
+3.8%
2,6000.0%0.01%
-7.1%
Q4 2022$78
-99.9%
2,6000.0%0.01%
+7.7%
Q3 2022$68,000
-9.3%
2,6000.0%0.01%
-7.1%
Q2 2022$75,000
-15.7%
2,6000.0%0.01%
-6.7%
Q1 2022$89,000
-26.4%
2,600
-22.4%
0.02%
-25.0%
Q4 2021$121,000
-0.8%
3,3500.0%0.02%
-9.1%
Q3 2021$122,000
-0.8%
3,3500.0%0.02%0.0%
Q2 2021$123,000
+5.1%
3,3500.0%0.02%
+4.8%
Q1 2021$117,000
+5.4%
3,3500.0%0.02%
-16.0%
Q4 2020$111,000
+9.9%
3,3500.0%0.02%0.0%
Q3 2020$101,000
+1.0%
3,350
-8.2%
0.02%
-3.8%
Q2 2020$100,000
+19.0%
3,6500.0%0.03%0.0%
Q1 2020$84,000
-31.1%
3,650
-4.9%
0.03%
-16.1%
Q4 2019$122,000
+76.8%
3,839
+48.3%
0.03%
+63.2%
Q3 2019$69,000
-37.8%
2,589
-32.6%
0.02%
-38.7%
Q2 2019$111,000
+50.0%
3,839
+48.3%
0.03%
+55.0%
Q1 2019$74,000
+19.4%
2,589
+7.9%
0.02%
+11.1%
Q4 2018$62,000
-17.3%
2,4000.0%0.02%
-14.3%
Q3 2018$75,000
-1.3%
2,4000.0%0.02%
-12.5%
Q2 2018$76,0002,4000.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders