Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 36 filers reported holding ISHARES TR in Q1 2013. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$51,425
-4.0%
206,238
+0.7%
2.86%
-3.8%
Q2 2023$53,540
+7.0%
204,760
+2.4%
2.98%
+4.0%
Q1 2023$50,015
+6.8%
199,932
+3.3%
2.86%
+0.1%
Q4 2022$46,835
-99.9%
193,621
+3.6%
2.86%
+1.2%
Q3 2022$40,997,000
-2.5%
186,980
+0.6%
2.82%
-3.4%
Q2 2022$42,041,000
-12.3%
185,834
+4.0%
2.92%
-3.7%
Q1 2022$47,938,000
-5.3%
178,650
-0.1%
3.04%
-1.2%
Q4 2021$50,643,000
+6.9%
178,900
-0.6%
3.07%
-1.1%
Q3 2021$47,355,000
+1.5%
180,009
+3.6%
3.11%
-0.9%
Q2 2021$46,674,000
-0.6%
173,684
-3.7%
3.13%
-3.4%
Q1 2021$46,962,000
+25.9%
180,431
+11.2%
3.24%
-0.9%
Q4 2020$37,308,000
+19.4%
162,328
-3.7%
3.28%
+10.3%
Q3 2020$31,244,000
+8.3%
168,603
+3.9%
2.97%
-2.1%
Q2 2020$28,856,000
+11.8%
162,277
-9.5%
3.03%
-4.2%
Q1 2020$25,801,000
-34.3%
179,344
-6.0%
3.17%
-18.4%
Q4 2019$39,250,000
+8.3%
190,701
+1.7%
3.88%
+1.3%
Q3 2019$36,229,000
+2.0%
187,492
+2.5%
3.83%
-1.1%
Q2 2019$35,529,000
+1.1%
182,893
-1.4%
3.87%
-4.7%
Q1 2019$35,134,000
+18.6%
185,503
+4.0%
4.06%
+4.3%
Q4 2018$29,622,000
-99.9%
178,383
-51.2%
3.89%
-7.2%
Q3 2018$36,820,416,000
+102727.3%
365,478
+98.8%
4.19%
-1.6%
Q2 2018$35,808,000
+6.9%
183,839
+2.9%
4.26%
+2.9%
Q1 2018$33,495,000
+0.8%
178,575
+2.0%
4.14%
-0.6%
Q4 2017$33,229,000
+9.4%
175,093
+3.2%
4.16%
+2.3%
Q3 2017$30,367,000
-99.9%
169,740
+5.6%
4.07%
+2.0%
Q2 2017$27,966,204,000
+6.7%
160,771
+5.0%
3.99%
-3.5%
Q1 2017$26,206,316,000
+2160354.7%
153,055
+1985.8%
4.13%
+1849.5%
Q4 2016$1,213,000
-99.9%
7,338
+36.3%
0.21%
+35.9%
Q3 2016$833,125,000
+24.8%
5,385
+20.5%
0.16%
+16.4%
Q2 2016$667,784,000
-19.4%
4,470
-22.2%
0.13%
-19.3%
Q1 2016$828,696,000
-6.2%
5,747
-9.4%
0.17%
-7.8%
Q4 2015$883,687,000
+14.4%
6,342
+12.2%
0.18%
+21.6%
Q3 2015$772,374,000
-6.8%
5,653
+2.4%
0.15%
-12.4%
Q2 2015$828,487,000
-4.9%
5,523
-3.6%
0.17%
-6.6%
Q1 2015$870,882,000
+8.0%
5,730
+2.9%
0.18%
+2.3%
Q4 2014$806,355,000
+8.9%
5,568
+2.9%
0.18%
+1.7%
Q3 2014$740,276,000
+21.7%
5,413
+27.4%
0.17%
+17.6%
Q2 2014$608,178,000
+8.3%
4,250
+4.1%
0.15%
+0.7%
Q1 2014$561,371,000
+13.5%
4,083
+10.4%
0.15%
+8.9%
Q4 2013$494,780,000
+9.7%
3,697
+1.7%
0.14%0.0%
Q3 2013$451,214,000
+2.7%
3,634
-4.4%
0.14%
-2.9%
Q2 2013$439,333,000
+1.7%
3,803
+1.3%
0.14%
-4.1%
Q1 2013$432,156,000
+13.8%
3,755
+0.6%
0.14%
-5.2%
Q4 2012$379,605,0003,7320.15%
Other shareholders
ISHARES TR shareholders Q1 2013
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders