Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 3,404,125$87,043,0003.99%
Tillar-Wenstrup Advisors, LLC 252,808$6,464,0003.35%
PFG Private Wealth Management, LLC 165,915$4,242,0003.25%
MV CAPITAL MANAGEMENT, INC. 605,722$15,488,0002.94%
RVW Wealth, LLC 744,575$19,000,0002.79%
AlphaMark Advisors, LLC 280,119$7,163,0002.74%
Day & Ennis, LLC 251,194$6,423,0002.55%
Cribstone Capital Management, LLC 144,078$3,684,0002.52%
Matthew Goff Investment Advisor, LLC 286,673$7,330,0002.18%
SONATA CAPITAL GROUP INC 170,029$4,348,0002.15%
View complete list of ISHARES TR shareholders