Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 2 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$15,0000.0%5900.0%0.00%0.0%
Q2 2020$15,0000.0%5900.0%0.00%
-20.0%
Q1 2020$15,0000.0%5900.0%0.01%
+25.0%
Q4 2019$15,000
-50.0%
590
-50.0%
0.00%
-50.0%
Q3 2019$30,0001,1800.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 331,240$8,304,0004.84%
TLWM 243,148$6,114,0004.06%
Fragasso Group Inc. 643,120$16,123,0003.99%
CORDA Investment Management, LLC. 862,285$21,617,0002.70%
Lutz Financial Services LLC 314,379$7,881,0002.33%
Day & Ennis, LLC 103,723$2,600,0002.13%
MV CAPITAL MANAGEMENT, INC. 296,199$7,426,0001.97%
Timber Creek Capital Management LLC 59,960$1,503,0000.95%
IBEX WEALTH ADVISORS 77,932$1,950,0000.79%
LYELL WEALTH MANAGEMENT, LP 84,787$2,126,0000.79%
View complete list of ISHARES TR shareholders