Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$406
-3.6%
15,6990.0%0.06%
-1.6%
Q2 2023$421
+1.2%
15,6990.0%0.06%
-7.4%
Q1 2023$416
+0.5%
15,699
-6.7%
0.07%
-5.6%
Q4 2022$414
-99.9%
16,8310.0%0.07%
+4.3%
Q3 2022$352,000
-20.0%
16,831
-10.1%
0.07%
-15.9%
Q2 2022$440,000
-15.1%
18,713
+0.0%
0.08%
-4.7%
Q1 2022$518,000
-3.9%
18,705
+0.0%
0.09%
-1.1%
Q4 2021$539,000
-7.5%
18,703
-6.8%
0.09%
-16.3%
Q3 2021$583,000
-3.3%
20,0760.0%0.10%
-3.7%
Q2 2021$603,000
+5.6%
20,076
+1.0%
0.11%
+2.9%
Q1 2021$571,000
+5.7%
19,8770.0%0.10%
-11.8%
Q4 2020$540,000
+11.8%
19,877
+0.1%
0.12%
-0.8%
Q3 2020$483,000
+6.2%
19,8640.0%0.12%0.0%
Q2 2020$455,000
-10.1%
19,864
-20.5%
0.12%
-24.5%
Q1 2020$506,000
-35.8%
24,979
-14.3%
0.16%
-20.9%
Q4 2019$788,000
+22.6%
29,146
+15.5%
0.20%
+12.9%
Q3 2019$643,000
-7.2%
25,232
-4.4%
0.18%
-9.2%
Q2 2019$693,000
+3.9%
26,380
+4.2%
0.20%
+8.9%
Q1 2019$667,000
+11.2%
25,3150.0%0.18%
+1.7%
Q4 2018$600,000
-14.7%
25,315
+1.2%
0.18%
-10.6%
Q3 2018$703,000
+19.0%
25,020
+17.0%
0.20%
+7.0%
Q2 2018$591,000
+48.9%
21,386
+55.5%
0.18%
+44.5%
Q1 2018$397,000
+230.8%
13,752
+231.6%
0.13%
+220.0%
Q4 2017$120,000
+114.3%
4,147
+107.8%
0.04%
+100.0%
Q3 2017$56,000
+7.7%
1,9960.0%0.02%
+5.3%
Q2 2017$52,000
+4.0%
1,9960.0%0.02%0.0%
Q1 2017$50,0001,9960.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,144,643$154,597,00012.26%
MERIDIAN MANAGEMENT CO 1,020,316$30,660,0009.04%
BALASA DINVERNO & FOLTZ LLC 2,127,876$63,943,0004.60%
Clearwater Capital Advisors, LLC 1,134,023$34,077,0003.96%
Wade Financial Advisory, Inc 239,349$7,192,0003.94%
Callan Capital, LLC 621,653$18,681,0003.25%
Beirne Wealth Consulting Services, LLC 176,756$5,316,0002.92%
RHS Financial, LLC 122,523$3,682,0002.75%
LINCOLN CAPITAL CORP 124,531$3,742,0002.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC 647,145$19,447,0002.00%
View complete list of ISHARES TR shareholders