Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,070
+3.1%
11,993
+9.9%
0.06%
+3.4%
Q2 2023$1,038
+7.9%
10,913
+6.2%
0.06%
+5.5%
Q1 2023$962
+5.3%
10,275
+2.6%
0.06%
-1.8%
Q4 2022$914
-99.9%
10,013
+2.9%
0.06%
+1.8%
Q3 2022$802,000
-24.1%
9,730
-18.0%
0.06%
-24.7%
Q2 2022$1,057,000
+8.2%
11,868
+24.4%
0.07%
+17.7%
Q1 2022$977,000
-28.1%
9,542
-26.6%
0.06%
-24.4%
Q4 2021$1,359,000
+51.0%
13,003
+45.3%
0.08%
+39.0%
Q3 2021$900,000
+2.5%
8,946
+7.4%
0.06%0.0%
Q2 2021$878,000
+6.9%
8,331
+2.2%
0.06%
+3.5%
Q1 2021$821,000
+17.6%
8,151
-5.1%
0.06%
-6.6%
Q4 2020$698,000
+41.3%
8,587
+113.0%
0.06%
+29.8%
Q3 2020$494,000
+5.1%
4,032
+3.3%
0.05%
-4.1%
Q2 2020$470,000
-39.9%
3,904
-50.1%
0.05%
-49.0%
Q1 2020$782,000
-43.5%
7,824
-9.0%
0.10%
-29.9%
Q4 2019$1,383,000
+4.9%
8,602
-2.1%
0.14%
-1.4%
Q3 2019$1,319,000
-16.0%
8,784
-16.9%
0.14%
-18.7%
Q2 2019$1,571,000
+23.4%
10,567
+22.5%
0.17%
+16.3%
Q1 2019$1,273,000
+8.0%
8,628
-3.5%
0.15%
-5.2%
Q4 2018$1,179,000
-99.9%
8,943
-54.1%
0.16%
-16.2%
Q3 2018$1,627,062,000
+103336.9%
19,474
+102.1%
0.18%
-1.1%
Q2 2018$1,573,000
+33.0%
9,635
+22.8%
0.19%
+28.1%
Q1 2018$1,183,000
-3.7%
7,843
-2.0%
0.15%
-5.2%
Q4 2017$1,229,000
+3.6%
8,005
+0.1%
0.15%
-3.1%
Q3 2017$1,186,000
-99.9%
7,995
-0.4%
0.16%
-0.6%
Q2 2017$1,122,928,000
+6.7%
8,031
+5.8%
0.16%
-3.6%
Q1 2017$1,052,870,000
+11889.0%
7,593
-87.9%
0.17%
-89.2%
Q4 2016$8,782,000
-99.9%
62,726
+5.5%
1.54%
+10.4%
Q3 2016$7,421,994,000
+16.0%
59,466
+8.6%
1.39%
+8.2%
Q2 2016$6,396,015,000
+13.2%
54,746
+9.8%
1.29%
+13.4%
Q1 2016$5,650,199,000
+4.9%
49,860
+0.1%
1.14%
+3.7%
Q4 2015$5,386,990,000
+7.2%
49,805
+3.9%
1.10%
+14.1%
Q3 2015$5,023,900,000
-4.9%
47,942
+6.8%
0.96%
-11.2%
Q2 2015$5,284,243,000
+5.7%
44,872
+6.7%
1.08%
+3.7%
Q1 2015$5,001,078,000
+5.7%
42,057
+4.8%
1.04%
+0.2%
Q4 2014$4,732,981,000
+17.0%
40,130
+6.5%
1.04%
+9.6%
Q3 2014$4,044,261,000
+3.3%
37,694
+11.1%
0.95%
-0.5%
Q2 2014$3,916,325,000
+10.9%
33,928
+9.0%
0.95%
+3.2%
Q1 2014$3,532,368,000
-4.2%
31,135
-6.0%
0.92%
-7.9%
Q4 2013$3,685,343,000
+15.3%
33,123
+5.9%
1.00%
+4.8%
Q3 2013$3,197,305,000
+18.7%
31,278
+8.5%
0.96%
+12.6%
Q2 2013$2,693,171,000
+20.3%
28,822
+15.7%
0.85%
+13.2%
Q1 2013$2,239,555,000
+44.4%
24,903
+30.0%
0.75%
+20.2%
Q4 2012$1,550,537,00019,1630.62%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders