Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$475
-7.8%
10,9760.0%0.03%
-10.3%
Q2 2023$515
-1.7%
10,9760.0%0.03%
-3.3%
Q1 2023$524
+4.2%
10,9760.0%0.03%
-3.2%
Q4 2022$503
-99.9%
10,9760.0%0.03%
-3.1%
Q3 2022$459,000
-10.5%
10,9760.0%0.03%
-11.1%
Q2 2022$513,000
-8.1%
10,9760.0%0.04%
+2.9%
Q1 2022$558,000
-46.6%
10,976
-50.0%
0.04%
-44.4%
Q4 2021$1,045,000
+107.3%
21,952
+100.0%
0.06%
+90.9%
Q3 2021$504,000
+1.2%
10,9760.0%0.03%0.0%
Q2 2021$498,000
+0.6%
10,9760.0%0.03%
-2.9%
Q1 2021$495,000
+3.1%
10,9760.0%0.03%
-19.0%
Q4 2020$480,000
+6.9%
10,976
-5.8%
0.04%
-2.3%
Q3 2020$449,000
+0.4%
11,648
-0.3%
0.04%
-8.5%
Q2 2020$447,000
+2693.8%
11,681
+2433.8%
0.05%
+2250.0%
Q1 2020$16,000
+166.7%
461
+265.9%
0.00%
+100.0%
Q4 2019$6,000
+20.0%
1260.0%0.00%0.0%
Q3 2019$5,0001260.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders