Capstone Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$62,732,175
-4.8%
1,045,711
-0.7%
4.95%
-0.1%
Q2 2023$65,922,574
+3.8%
1,052,740
+2.7%
4.96%
-1.3%
Q1 2023$63,508,924
+7.3%
1,025,164
+0.3%
5.02%
+0.3%
Q4 2022$59,180,778
+17.0%
1,022,474
+2.9%
5.01%
+7.3%
Q3 2022$50,593,000
-18.5%
993,575
-8.7%
4.67%
-11.6%
Q2 2022$62,043,000
+2.7%
1,087,893
+19.9%
5.28%
+20.4%
Q1 2022$60,406,000
+76.5%
907,262
+88.1%
4.38%
+77.2%
Q4 2021$34,219,000
+10.8%
482,362
+10.9%
2.48%
+2.3%
Q3 2021$30,890,000
-3.7%
435,074
-0.6%
2.42%
-4.5%
Q2 2021$32,093,000
+4.0%
437,829
-0.3%
2.53%
-7.3%
Q1 2021$30,849,000
+2.6%
438,946
-1.9%
2.74%
-4.2%
Q4 2020$30,072,000
+15.6%
447,566
+0.3%
2.85%
+3.7%
Q3 2020$26,025,000
+3.8%
446,100
-3.0%
2.75%
-4.0%
Q2 2020$25,068,000
-6.7%
459,801
-19.6%
2.87%
-18.3%
Q1 2020$26,880,000
+239.3%
571,791
+346.8%
3.51%
+214.7%
Q4 2019$7,922,000
+7.8%
127,989
+0.6%
1.12%
-0.8%
Q3 2019$7,349,000
-3.1%
127,228
-1.6%
1.12%
-8.3%
Q2 2019$7,581,000
+5.6%
129,276
+4.5%
1.23%
-0.1%
Q1 2019$7,181,000
-35.8%
123,669
-41.9%
1.23%
-45.3%
Q4 2018$11,177,000212,7712.24%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Global Beta Advisors LLC 2,752,873$170,403,00035.47%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,493,805$587,667,00030.98%
New England Professional Planning Group Inc. 470,353$29,103,00023.09%
AlphaCore Capital LLC 507,176$31,394,00019.04%
ESL Trust Services, LLC 652,905$40,415,00018.66%
AGILIS PARTNERS LLC 542,399$33,574,00017.90%
CAHABA WEALTH MANAGEMENT, INC. 785,859$48,644,00010.78%
Sequoia Financial Advisors, LLC 2,714,309$168,016,00010.67%
Pasadena Private Wealth, LLC 375,626$23,251,00010.20%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,699,703$105,212,0009.53%
View complete list of ISHARES TR shareholders