Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 566 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12
+20.0%
816
+56.3%
0.00%0.0%
Q4 2022$10
-99.9%
5220.0%0.00%0.0%
Q3 2022$10,0000.0%5220.0%0.00%0.0%
Q2 2022$10,000
-9.1%
5220.0%0.00%0.0%
Q1 2022$11,0000.0%5220.0%0.00%0.0%
Q4 2021$11,0000.0%5220.0%0.00%0.0%
Q3 2021$11,000
-8.3%
5220.0%0.00%0.0%
Q2 2021$12,0005220.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Advocates Investment Management 380,701$4,051,0000.47%
Brinker Capital Investments, LLC 985,000$10,480,0000.33%
GenTrust, LLC 146,446$1,558,0000.25%
GREENWOOD CAPITAL ASSOCIATES LLC 78,005$830,0000.21%
SPINNAKER TRUST 170,593$1,815,0000.18%
DFPG INVESTMENTS, LLC 15,561$169,0000.16%
MCIA Inc 15,809$173,0000.16%
RETIREMENT CAPITAL STRATEGIES 21,630$231,0000.12%
Advisors Preferred, LLC 29,844$320,0000.11%
Mandatum Life Insurance Co Ltd 42,830$456,0000.10%
View complete list of ISHARES TR shareholders