Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$90
-99.9%
1,942
+20.5%
0.01%
+25.0%
Q3 2022$63,000
-59.9%
1,612
-60.9%
0.00%
-63.6%
Q2 2022$157,000
+3825.0%
4,125
+3253.7%
0.01%
Q4 2019$4,000
+33.3%
1230.0%0.00%
Q3 2019$3,000
-25.0%
1230.0%0.00%
Q2 2019$4,0000.0%1230.0%0.00%
Q1 2019$4,0001230.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders