Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 144 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 6.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12
-100.0%
282
-78.3%
0.00%
-80.0%
Q1 2018$43,000
-71.5%
1,298
-69.5%
0.01%
-73.7%
Q4 2017$151,000
-59.4%
4,260
-61.4%
0.02%
-62.0%
Q3 2017$372,000
-99.9%
11,040
-36.0%
0.05%
-35.9%
Q2 2017$546,374,000
-24.8%
17,257
-18.6%
0.08%
-32.2%
Q1 2017$726,284,000
+69135.8%
21,193
-27.4%
0.12%
-37.5%
Q4 2016$1,049,000
-99.9%
29,175
-20.4%
0.18%
-22.4%
Q3 2016$1,262,907,000
-25.4%
36,648
-28.0%
0.24%
-30.3%
Q2 2016$1,691,853,000
-10.7%
50,928
-20.1%
0.34%
-10.5%
Q1 2016$1,894,748,000
-15.7%
63,731
-20.2%
0.38%
-16.8%
Q4 2015$2,246,831,000
-9.6%
79,844
-6.7%
0.46%
-3.8%
Q3 2015$2,486,332,000
-22.1%
85,617
-2.6%
0.48%
-27.1%
Q2 2015$3,189,996,000
+4.8%
87,927
+8.5%
0.65%
+2.8%
Q1 2015$3,043,503,000
+2.2%
81,073
+4.3%
0.63%
-3.1%
Q4 2014$2,977,701,000
-10.8%
77,706
+4.1%
0.65%
-16.6%
Q3 2014$3,338,861,000
-6.3%
74,611
+4.6%
0.78%
-9.7%
Q2 2014$3,563,887,000
+12.9%
71,349
+0.2%
0.87%
+5.1%
Q1 2014$3,155,877,000
+5.4%
71,222
+3.2%
0.83%
+1.3%
Q4 2013$2,994,844,000
+6.0%
69,021
+1.3%
0.82%
-3.7%
Q3 2013$2,824,159,000
+11.3%
68,150
+2.8%
0.85%
+5.6%
Q2 2013$2,537,127,000
+6.6%
66,312
+13.0%
0.80%
+0.3%
Q1 2013$2,380,702,000
+35.9%
58,681
+27.9%
0.80%
+13.3%
Q4 2012$1,751,176,00045,8900.70%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders