Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 158 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63
-3.1%
1660.0%0.00%0.0%
Q2 2023$65
+20.4%
166
+4.4%
0.00%
+33.3%
Q1 2023$54
+20.0%
1590.0%0.00%0.0%
Q4 2022$45
-99.8%
159
+120.8%
0.00%
+200.0%
Q3 2022$20,000
-4.8%
720.0%0.00%0.0%
Q2 2022$21,000
-25.0%
720.0%0.00%
-50.0%
Q1 2022$28,000
-12.5%
720.0%0.00%0.0%
Q4 2021$32,000
+10.3%
720.0%0.00%0.0%
Q3 2021$29,0000.0%720.0%0.00%0.0%
Q2 2021$29,000
+11.5%
720.0%0.00%0.0%
Q1 2021$26,000
+4.0%
720.0%0.00%0.0%
Q4 2020$25,000
+13.6%
720.0%0.00%0.0%
Q3 2020$22,000
+10.0%
720.0%0.00%0.0%
Q2 2020$20,000
+33.3%
720.0%0.00%0.0%
Q1 2020$15,000
-11.8%
720.0%0.00%0.0%
Q4 2019$17,000
+13.3%
720.0%0.00%0.0%
Q3 2019$15,000
-6.2%
720.0%0.00%0.0%
Q2 2019$16,000
+14.3%
720.0%0.00%0.0%
Q1 2019$14,000720.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 67,335$14,260,00013.49%
JGP Wealth Management, LLC 77,256$17,284,0006.12%
Mathes Company, Inc. 36,300$7,687,0005.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 184,137$38,995,0003.11%
Provident Wealth Management, LLC 11,898$2,520,0003.08%
Silversage Advisors 8,951$1,896,0002.77%
Destination Wealth Management 208,334$44,119,0002.70%
Equitable Holdings, Inc. 342,050$72,436,0002.60%
AFT, FORSYTH & COMPANY, INC. 9,590$2,030,899,0002.04%
White Lighthouse Investment Management Inc. 20,337$4,307,0001.80%
View complete list of ISHARES TR shareholders