Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 170 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$14,000
+250.0%
141
+123.8%
0.00%
Q1 2020$4,000
-33.3%
630.0%0.00%
-100.0%
Q4 2019$6,000
+20.0%
630.0%0.00%0.0%
Q3 2019$5,000
-16.7%
630.0%0.00%0.0%
Q2 2019$6,000
+20.0%
630.0%0.00%0.0%
Q1 2019$5,000630.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Milestone Advisory Partners 28,039$3,716,0093.43%
Kalos Management, Inc. 8,508$1,127,5652.26%
SPC Financial, Inc. 147,163$19,503,4552.22%
PGIM Custom Harvest LLC 284,323$37,681,3601.56%
EWG Elevate Inc. 23,279$3,085,1731.32%
Pinkerton Retirement Specialists, LLC 45,991$6,095,1871.14%
Navis Wealth Advisors, LLC 7,727$1,024,0921.12%
Vahanian & Associates Financial Planning Inc. 2,656$352,0000.98%
Royal Fund Management, LLC 39,749$5,267,9370.75%
Stonebridge Financial Planning Group, LLC 7,962$1,055,2040.68%
View complete list of ISHARES TR shareholders