Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,508
-30.3%
113,582
-20.1%
0.31%
-30.3%
Q2 2023$7,897
+1.3%
142,088
-1.6%
0.44%
-1.6%
Q1 2023$7,798
-9.9%
144,461
-12.3%
0.45%
-15.5%
Q4 2022$8,658
-99.9%
164,690
+1.6%
0.53%
+0.2%
Q3 2022$7,645,000
-5.6%
162,034
+0.9%
0.53%
-6.4%
Q2 2022$8,101,000
-18.3%
160,618
-1.3%
0.56%
-10.4%
Q1 2022$9,916,000
-8.1%
162,675
-0.7%
0.63%
-4.1%
Q4 2021$10,788,000
+4.6%
163,818
-0.3%
0.66%
-3.2%
Q3 2021$10,313,000
+4.5%
164,266
+501.0%
0.68%
+2.1%
Q2 2021$9,867,000
+8.9%
27,331
-0.3%
0.66%
+5.9%
Q1 2021$9,057,000
+36128.0%
27,415
+32152.9%
0.63%
+31200.0%
Q3 2020$25,000850.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders