Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. 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 2021
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,295,239$33,184,0005.51%
MV CAPITAL MANAGEMENT, INC. 569,489$14,624,0003.44%
PFG Private Wealth Management, LLC 136,488$3,505,0003.30%
First Fiduciary Investment Counsel, Inc. 72,595$18,642,0003.27%
Day & Ennis, LLC 248,320$6,377,0003.15%
AlphaMark Advisors, LLC 265,510$6,818,0002.94%
RVW Wealth, LLC 623,715$16,017,0002.93%
Aptus Capital Advisors, LLC 1,675,920$42,942,0002.70%
Fragasso Group Inc. 582,420$14,951,0002.54%
Matthew Goff Investment Advisor, LLC 301,923$7,753,0002.54%
View complete list of ISHARES TR shareholders