Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGN and the CUSIP is 464287531. A total of 36 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9
-10.0%
1380.0%0.00%0.0%
Q2 2023$100.0%1380.0%0.00%0.0%
Q1 2023$100.0%1380.0%0.00%0.0%
Q4 2022$10
-99.9%
1380.0%0.00%0.0%
Q3 2022$9,000
+12.5%
1380.0%0.00%0.0%
Q2 2022$8,000
-20.0%
1380.0%0.00%0.0%
Q1 2022$10,000
-16.7%
1380.0%0.00%0.0%
Q4 2021$12,000
+20.0%
1380.0%0.00%0.0%
Q3 2021$10,0000.0%1380.0%0.00%0.0%
Q2 2021$10,000
+11.1%
1380.0%0.00%0.0%
Q1 2021$9,000
+12.5%
1380.0%0.00%0.0%
Q4 2020$8,000
+33.3%
1380.0%0.00%0.0%
Q3 2020$6,000
-14.3%
1380.0%0.00%0.0%
Q2 2020$7,000
+16.7%
1380.0%0.00%0.0%
Q1 2020$6,000
-25.0%
1380.0%0.00%0.0%
Q4 2019$8,000
+14.3%
1380.0%0.00%0.0%
Q3 2019$7,0000.0%1380.0%0.00%0.0%
Q2 2019$7,0000.0%1380.0%0.00%0.0%
Q1 2019$7,0001380.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
OPTIMUM INVESTMENT ADVISORS 700$43,2680.02%
Howard Capital Management Group, LLC 3,346$206,8000.02%
Manchester Capital Management LLC 1,700$105,0800.02%
Tower Research Capital LLC (TRC) 4,580$283,0990.01%
TOMPKINS FINANCIAL CORP 200$12,3620.00%
GOLDMAN SACHS GROUP INC 48,451$2,994,8340.00%
MORGAN STANLEY 142,944$8,835,5970.00%
LPL Financial LLC 15,893$982,3980.00%
Citadel Advisors 42,568$2,631,1960.00%
UBS Group AG 68,196$4,215,3310.00%
View complete list of ISHARES TR shareholders