Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$823
-3.3%
32,409
+0.3%
0.05%
-2.1%
Q2 2023$851
+0.2%
32,312
+4.6%
0.05%
-4.1%
Q1 2023$849
+37.8%
30,891
+36.2%
0.05%
+28.9%
Q4 2022$616
-99.9%
22,676
-9.3%
0.04%
-2.6%
Q3 2022$563,000
+43.6%
25,001
+73.0%
0.04%
+44.4%
Q2 2022$392,000
+16.3%
14,449
+36.3%
0.03%
+28.6%
Q1 2022$337,000
+127.7%
10,602
+123.3%
0.02%
+133.3%
Q4 2021$148,000
+57.4%
4,748
+53.6%
0.01%
+50.0%
Q3 2021$94,000
+17.5%
3,092
+25.2%
0.01%
+20.0%
Q2 2021$80,000
+40.4%
2,470
+36.3%
0.01%
+25.0%
Q1 2021$57,000
+7.5%
1,8120.0%0.00%
-20.0%
Q4 2020$53,000
+152.4%
1,812
+111.4%
0.01%
+150.0%
Q3 2020$21,000
-4.5%
8570.0%0.00%0.0%
Q2 2020$22,000
+15.8%
8570.0%0.00%0.0%
Q1 2020$19,000
+35.7%
857
+110.0%
0.00%
+100.0%
Q4 2019$14,000
-22.2%
408
-33.3%
0.00%
-50.0%
Q3 2019$18,000
-5.3%
6120.0%0.00%0.0%
Q2 2019$19,0000.0%612
-3.3%
0.00%0.0%
Q1 2019$19,000
+5.6%
6330.0%0.00%0.0%
Q4 2018$18,000
-99.9%
633
-50.0%
0.00%0.0%
Q3 2018$20,675,000
+103275.0%
1,266
+100.0%
0.00%0.0%
Q2 2018$20,000
-4.8%
6330.0%0.00%
-33.3%
Q1 2018$21,000
-96.7%
633
+2914.3%
0.00%
Q3 2016$629,000
-97.7%
21
-97.5%
0.00%
-100.0%
Q1 2015$27,742,000
-0.1%
8240.0%0.01%0.0%
Q4 2014$27,783,000
-5.0%
824
+0.9%
0.01%
-14.3%
Q3 2014$29,259,000
-8.3%
817
+2.1%
0.01%
-12.5%
Q2 2014$31,912,0008000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders