Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 4.68 and the average weighting 0.1%.

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 2022
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders