Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders