Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11
-8.3%
480.0%0.00%0.0%
Q2 2023$12
+9.1%
480.0%0.00%0.0%
Q1 2023$11
+10.0%
480.0%0.00%0.0%
Q4 2022$10
-99.9%
480.0%0.00%0.0%
Q3 2022$9,000
-10.0%
480.0%0.00%0.0%
Q2 2022$10,000
-23.1%
480.0%0.00%0.0%
Q1 2022$13,000
-61.8%
48
-60.7%
0.00%
-50.0%
Q4 2021$34,000
+13.3%
1220.0%0.00%0.0%
Q3 2021$30,000
-3.2%
1220.0%0.00%0.0%
Q2 2021$31,000
+158.3%
122
+154.2%
0.00%
+100.0%
Q1 2021$12,000
+9.1%
480.0%0.00%0.0%
Q4 2020$11,000
-52.2%
48
-59.3%
0.00%
-50.0%
Q3 2020$23,000
+187.5%
118
+145.8%
0.00%
+100.0%
Q2 2020$8,000
+14.3%
480.0%0.00%0.0%
Q1 2020$7,000
-80.6%
48
-73.8%
0.00%
-75.0%
Q4 2019$36,000
+350.0%
183
+281.2%
0.00%
+300.0%
Q3 2019$8,000
-11.1%
480.0%0.00%0.0%
Q2 2019$9,000
+12.5%
480.0%0.00%0.0%
Q1 2019$8,000
-100.0%
48
-64.7%
0.00%
-75.0%
Q3 2016$19,752,0001360.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders