Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. 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$120.0%1560.0%0.00%0.0%
Q2 2023$12
+9.1%
1560.0%0.00%0.0%
Q1 2023$11
-8.3%
1560.0%0.00%0.0%
Q4 2022$12
-100.0%
156
-61.1%
0.00%
-50.0%
Q3 2022$27,000
-3.6%
4010.0%0.00%0.0%
Q2 2022$28,000
-17.6%
4010.0%0.00%0.0%
Q1 2022$34,000
+142.9%
401
+157.1%
0.00%
+100.0%
Q4 2021$14,000
+7.7%
1560.0%0.00%0.0%
Q3 2021$13,0000.0%1560.0%0.00%0.0%
Q2 2021$13,000
+8.3%
1560.0%0.00%0.0%
Q1 2021$12,000
+20.0%
1560.0%0.00%0.0%
Q4 2020$10,000
+11.1%
156
+100.0%
0.00%0.0%
Q3 2020$9,0000.0%780.0%0.00%0.0%
Q2 2020$9,000
+12.5%
780.0%0.00%0.0%
Q1 2020$8,000
-27.3%
780.0%0.00%0.0%
Q4 2019$11,000
+10.0%
780.0%0.00%0.0%
Q3 2019$10,0000.0%780.0%0.00%0.0%
Q2 2019$10,000
+11.1%
780.0%0.00%0.0%
Q1 2019$9,000780.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders