Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$809
-3.7%
11,2000.0%0.04%
-4.3%
Q2 2023$840
+4.9%
11,2000.0%0.05%
+2.2%
Q1 2023$801
-2.7%
11,200
-7.0%
0.05%
-8.0%
Q4 2022$823
-99.9%
12,048
-6.1%
0.05%
-10.7%
Q3 2022$808,000
-2.2%
12,825
-1.1%
0.06%
-1.8%
Q2 2022$826,000
-18.9%
12,964
-1.6%
0.06%
-10.9%
Q1 2022$1,018,000
-47.1%
13,170
-41.7%
0.06%
-45.3%
Q4 2021$1,926,000
+85.7%
22,585
+72.5%
0.12%
+72.1%
Q3 2021$1,037,000
-1.9%
13,090
+0.3%
0.07%
-4.2%
Q2 2021$1,057,000
+3.2%
13,0570.0%0.07%0.0%
Q1 2021$1,024,000
+7.6%
13,057
-0.9%
0.07%
-15.5%
Q4 2020$952,000
+19.7%
13,179
+296.4%
0.08%
+10.5%
Q3 2020$795,000
+6.7%
3,3250.0%0.08%
-2.6%
Q2 2020$745,000
-1.5%
3,325
-21.5%
0.08%
-16.1%
Q1 2020$756,000
-49.4%
4,237
-32.5%
0.09%
-37.2%
Q4 2019$1,494,000
+5.5%
6,273
-0.8%
0.15%
-1.3%
Q3 2019$1,416,000
-29.3%
6,326
-28.5%
0.15%
-31.2%
Q2 2019$2,003,000
+43.2%
8,851
+38.5%
0.22%
+34.6%
Q1 2019$1,399,000
+9.1%
6,389
-4.7%
0.16%
-3.6%
Q4 2018$1,282,000
-99.9%
6,706
-50.0%
0.17%
-5.6%
Q3 2018$1,565,060,000
+103409.3%
13,424
+99.6%
0.18%
-1.1%
Q2 2018$1,512,000
+50.7%
6,727
+46.4%
0.18%
+45.2%
Q1 2018$1,003,000
-4.5%
4,596
-5.5%
0.12%
-6.1%
Q4 2017$1,050,000
+6.8%
4,866
+0.2%
0.13%0.0%
Q3 2017$983,000
-99.9%
4,857
-1.1%
0.13%
-4.3%
Q2 2017$965,801,000
+2.7%
4,912
-0.3%
0.14%
-6.8%
Q1 2017$940,317,000
+7035.5%
4,925
-93.2%
0.15%
-93.6%
Q4 2016$13,178,000
-99.9%
72,324
+6.5%
2.31%
+3.6%
Q3 2016$11,866,925,000
+12.1%
67,915
+8.5%
2.23%
+4.5%
Q2 2016$10,588,110,000
+11.6%
62,610
+7.4%
2.13%
+11.9%
Q1 2016$9,483,893,000
+0.3%
58,322
-0.7%
1.90%
-0.9%
Q4 2015$9,454,514,000
+9.9%
58,738
+7.3%
1.92%
+16.8%
Q3 2015$8,600,550,000
-1.4%
54,749
+6.4%
1.64%
-7.8%
Q2 2015$8,720,487,000
+6.1%
51,448
+7.3%
1.78%
+4.1%
Q1 2015$8,220,386,000
+12.0%
47,929
+4.2%
1.71%
+6.1%
Q4 2014$7,341,490,000
+11.4%
45,979
+5.6%
1.61%
+4.3%
Q3 2014$6,591,618,000
+6.9%
43,523
+10.9%
1.55%
+3.0%
Q2 2014$6,165,270,000
+11.2%
39,249
+8.3%
1.50%
+3.5%
Q1 2014$5,544,402,000
-2.4%
36,256
-4.1%
1.45%
-6.1%
Q4 2013$5,680,907,000
+14.0%
37,824
+5.6%
1.54%
+3.6%
Q3 2013$4,982,941,000
+15.6%
35,820
+7.1%
1.49%
+9.6%
Q2 2013$4,309,101,000
+20.0%
33,447
+19.3%
1.36%
+12.9%
Q1 2013$3,591,789,000
+48.5%
28,030
+32.6%
1.20%
+23.7%
Q4 2012$2,418,903,00021,1420.97%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders