Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$243
-7.6%
6,522
-5.1%
0.04%
-5.1%
Q2 2023$263
-24.6%
6,874
-26.4%
0.04%
-31.6%
Q1 2023$349
-0.3%
9,3360.0%0.06%
-6.6%
Q4 2022$350
-99.9%
9,336
-30.8%
0.06%
-31.5%
Q3 2022$456,000
-27.7%
13,493
-22.4%
0.09%
-24.6%
Q2 2022$631,000
-10.0%
17,399
+3.6%
0.12%
+0.9%
Q1 2022$701,000
+5292.3%
16,802
+5482.1%
0.12%
+5750.0%
Q4 2021$13,0003010.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Mountain Advisors, LLC 90,659$3,375,2341.00%
Kellett Wealth Advisors, LLC 19,649$731,5340.63%
Truadvice, LLC 42,915$1,592,9990.62%
Breakwater Capital Group 38,765$1,405,6190.48%
MidWestOne Financial Group, Inc. 43,726$1,627,9190.37%
TANDEM CAPITAL MANAGEMENT CORP /ADV 21,960$817,5700.28%
Next Capital Management LLC 12,487$464,8910.21%
Princeton Global Asset Management LLC 17,200$640,3560.18%
PFG Private Wealth Management, LLC 5,638$209,9030.16%
RMR Wealth Builders 22,232$827,6790.13%
View complete list of ISHARES TR shareholders