Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 218 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$97
-1.0%
9610.0%0.01%0.0%
Q2 2023$98
-57.0%
961
-57.7%
0.01%
-61.5%
Q1 2023$228
+30.3%
2,272
+25.5%
0.01%
+18.2%
Q4 2022$175
-99.9%
1,810
+0.6%
0.01%
+10.0%
Q3 2022$151,000
-6.8%
1,799
-2.2%
0.01%
-9.1%
Q2 2022$162,000
-16.1%
1,839
+0.3%
0.01%
-8.3%
Q1 2022$193,000
-6.3%
1,834
+0.2%
0.01%0.0%
Q4 2021$206,000
+5.6%
1,830
+0.4%
0.01%
-7.7%
Q3 2021$195,000
-4.4%
1,823
-0.7%
0.01%
-7.1%
Q2 2021$204,000
+5.7%
1,836
+0.3%
0.01%
+7.7%
Q1 2021$193,0001,8300.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders