Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 186 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 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 Q4 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders