Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
SPINNAKER TRUST 138,374$1,242,0000.16%
Ausdal Financial Partners, Inc. 22,650$203,0000.08%
Arbor Investment Advisors, LLC 15,887$143,0000.07%
Mandatum Life Insurance Co Ltd 42,830$385,0000.05%
Mercer Capital Advisers, Inc. 6,500$58,0000.04%
CIBC BANK USA 32,650$293,0000.04%
TOCQUEVILLE ASSET MANAGEMENT L.P. 359,265$3,226,0000.04%
GenTrust, LLC 20,000$180,0000.03%
Horan Capital Advisors, LLC. 3,000$27,0000.02%
COLONY GROUP LLC 20,588$185,0000.01%
View complete list of ISHARES TR shareholders