Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34
+17.2%
98
+18.1%
0.00%0.0%
Q2 2023$29
+20.8%
83
+6.4%
0.00%
+100.0%
Q1 2023$24
-25.0%
78
-37.6%
0.00%
-50.0%
Q4 2022$32
-99.8%
125
+60.3%
0.00%
+100.0%
Q3 2022$20,000
-20.0%
78
-15.2%
0.00%
-50.0%
Q2 2022$25,000
-98.5%
92
-98.1%
0.00%
-98.1%
Q1 2022$1,631,000
-16.1%
4,728
-3.2%
0.10%
-12.7%
Q4 2021$1,943,000
+13.0%
4,886
+13.3%
0.12%
+4.4%
Q3 2021$1,720,000
+5.5%
4,311
+3.2%
0.11%
+3.7%
Q2 2021$1,630,000
+14.1%
4,179
-0.0%
0.11%
+10.1%
Q1 2021$1,428,000
+5000.0%
4,181
+5260.3%
0.10%
+4850.0%
Q4 2020$28,000
+16.7%
780.0%0.00%0.0%
Q3 2020$24,000
+9.1%
780.0%0.00%0.0%
Q2 2020$22,000
+37.5%
780.0%0.00%0.0%
Q1 2020$16,000
-11.1%
780.0%0.00%0.0%
Q4 2019$18,000
+12.5%
780.0%0.00%0.0%
Q3 2019$16,000
-5.9%
780.0%0.00%0.0%
Q2 2019$17,000
+6.2%
780.0%0.00%0.0%
Q1 2019$16,000780.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders