Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 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 Q3 2021
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders