Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 148 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60.0%1100.0%0.00%
Q2 2023$60.0%110
+0.9%
0.00%
Q1 2023$60.0%1090.0%0.00%
Q4 2022$6
-99.9%
109
+0.9%
0.00%
Q3 2022$6,0000.0%1080.0%0.00%
Q2 2022$6,0000.0%108
+0.9%
0.00%
Q1 2022$6,000
-14.3%
1070.0%0.00%
Q4 2021$7,0000.0%107
+0.9%
0.00%
Q3 2021$7,000
-87.5%
106
-88.2%
0.00%
-100.0%
Q2 2021$56,0000.0%901
+0.4%
0.00%0.0%
Q1 2021$56,0000.0%897
+0.2%
0.00%
-20.0%
Q4 2020$56,000
+115.4%
895
+115.1%
0.01%
+150.0%
Q3 2020$26,0000.0%416
+0.2%
0.00%
-33.3%
Q2 2020$26,000
+333.3%
415
+302.9%
0.00%
+200.0%
Q1 2020$6,0000.0%1030.0%0.00%0.0%
Q4 2019$6,0000.0%1030.0%0.00%0.0%
Q3 2019$6,0000.0%103
+1.0%
0.00%0.0%
Q2 2019$6,0001020.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders