Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 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 Q3 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders