Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7
-89.4%
62
-89.6%
0.00%
-100.0%
Q4 2022$66
-98.9%
594
+890.0%
0.00%
Q4 2021$6,000
+20.0%
60
+114.3%
0.00%
-100.0%
Q2 2020$5,000
+25.0%
280.0%0.00%
Q1 2020$4,000
-66.7%
28
-47.2%
0.00%
-100.0%
Q4 2019$12,000
+9.1%
530.0%0.00%0.0%
Q3 2019$11,0000.0%530.0%0.00%0.0%
Q2 2019$11,000
+10.0%
530.0%0.00%0.0%
Q1 2019$10,000
-37.5%
53
-41.8%
0.00%
-50.0%
Q4 2018$16,000
-99.9%
91
-50.0%
0.00%0.0%
Q3 2018$19,715,000
+109427.8%
182
+100.0%
0.00%0.0%
Q2 2018$18,0000.0%910.0%0.00%0.0%
Q1 2018$18,000
-5.3%
91
-9.0%
0.00%0.0%
Q4 2017$19,000
+5.6%
1000.0%0.00%0.0%
Q3 2017$18,000
-99.9%
1000.0%0.00%0.0%
Q2 2017$15,735,000
+5.8%
1000.0%0.00%0.0%
Q1 2017$14,872,000
+106128.6%
1000.0%0.00%0.0%
Q4 2016$14,000
-99.7%
100
+25.0%
0.00%0.0%
Q4 2012$5,460,000800.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders