Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12
-7.7%
660.0%0.00%0.0%
Q2 2023$130.0%660.0%0.00%0.0%
Q1 2023$130.0%660.0%0.00%0.0%
Q4 2022$13
-99.9%
660.0%0.00%0.0%
Q3 2022$12,000
-7.7%
660.0%0.00%0.0%
Q2 2022$13,0000.0%660.0%0.00%0.0%
Q1 2022$13,0000.0%660.0%0.00%0.0%
Q4 2021$13,000
+8.3%
660.0%0.00%0.0%
Q3 2021$12,0000.0%660.0%0.00%0.0%
Q2 2021$12,0000.0%660.0%0.00%0.0%
Q1 2021$12,000
+9.1%
660.0%0.00%0.0%
Q4 2020$11,000
+10.0%
660.0%0.00%0.0%
Q3 2020$10,000
+25.0%
660.0%0.00%0.0%
Q2 2020$8,000
+14.3%
660.0%0.00%0.0%
Q1 2020$7,000
-22.2%
660.0%0.00%0.0%
Q4 2019$9,000
+12.5%
660.0%0.00%0.0%
Q3 2019$8,0000.0%660.0%0.00%0.0%
Q2 2019$8,000
+14.3%
660.0%0.00%0.0%
Q1 2019$7,000660.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders