Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 190 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$13,0000.0%5140.0%0.00%
+50.0%
Q2 2022$13,0000.0%5140.0%0.00%0.0%
Q1 2022$13,0000.0%5140.0%0.00%0.0%
Q4 2021$13,0000.0%5140.0%0.00%0.0%
Q3 2021$13,0000.0%5140.0%0.00%0.0%
Q2 2021$13,0000.0%5140.0%0.00%0.0%
Q1 2021$13,0000.0%5140.0%0.00%
-33.3%
Q4 2020$13,000
-91.6%
514
-90.9%
0.00%
-92.1%
Q3 2020$154,000
+1084.6%
5,632
+995.7%
0.04%
+1166.7%
Q2 2020$13,0000.0%5140.0%0.00%
-25.0%
Q1 2020$13,0000.0%5140.0%0.00%
+33.3%
Q4 2019$13,000
-50.0%
514
-50.1%
0.00%
-57.1%
Q3 2019$26,0001,0300.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 3,076,075$76,840,0004.50%
Matthew Goff Investment Advisor, LLC 265,688$6,637,0002.86%
Murphy, Middleton, Hinkle & Parker, Inc. 117,350$2,931,0002.18%
Day & Ennis, LLC 91,922$2,296,0001.88%
Signature Wealth Management Group 99,710$2,491,0001.83%
Gateway Advisory, LLC 226,964$5,670,0001.57%
CORDA Investment Management, LLC. 508,640$12,705,0001.52%
LYELL WEALTH MANAGEMENT, LP 93,403$2,333,0000.93%
Camelot Portfolios, LLC 73,195$1,828,0000.86%
Timber Creek Capital Management LLC 47,091$1,176,0000.73%
View complete list of ISHARES TR shareholders