Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$883
+0.9%
8,817
+10.1%
0.05%0.0%
Q2 2023$875
+51.1%
8,007
+44.5%
0.05%
+48.5%
Q1 2023$579
-15.7%
5,542
-13.0%
0.03%
-21.4%
Q4 2022$687
-99.9%
6,367
+5.6%
0.04%
-2.3%
Q3 2022$623,000
+9.9%
6,029
+10.5%
0.04%
+10.3%
Q2 2022$567,000
-8.5%
5,454
+13.3%
0.04%0.0%
Q1 2022$620,000
-17.0%
4,814
-10.0%
0.04%
-13.3%
Q4 2021$747,000
+1.2%
5,346
+4.5%
0.04%
-6.2%
Q3 2021$738,000
+5.1%
5,117
+11.2%
0.05%
+2.1%
Q2 2021$702,000
+7.2%
4,602
+3.3%
0.05%
+4.4%
Q1 2021$655,000
+17.0%
4,457
-5.5%
0.04%
-8.2%
Q4 2020$560,000
+45.8%
4,717
+11.1%
0.05%
+36.1%
Q3 2020$384,000
+85.5%
4,247
+79.0%
0.04%
+63.6%
Q2 2020$207,000
-56.1%
2,372
-66.3%
0.02%
-62.1%
Q1 2020$472,000
-35.3%
7,037
-4.0%
0.06%
-19.4%
Q4 2019$729,000
+13.7%
7,328
+0.7%
0.07%
+5.9%
Q3 2019$641,000
-3.5%
7,279
+2.2%
0.07%
-5.6%
Q2 2019$664,000
+0.6%
7,1240.0%0.07%
-5.3%
Q1 2019$660,000
+10.0%
7,124
-2.1%
0.08%
-3.8%
Q4 2018$600,000
-99.9%
7,274
-46.2%
0.08%
-3.7%
Q3 2018$719,234,000
+100211.6%
13,518
+99.3%
0.08%
-3.5%
Q2 2018$717,000
+15.1%
6,784
+4.6%
0.08%
+10.4%
Q1 2018$623,000
-6.0%
6,484
-6.4%
0.08%
-7.2%
Q4 2017$663,000
+3.9%
6,929
+2.6%
0.08%
-3.5%
Q3 2017$638,000
-99.9%
6,7540.0%0.09%0.0%
Q2 2017$600,633,000
+3.8%
6,7540.0%0.09%
-5.5%
Q1 2017$578,480,000
+105462.0%
6,754
+5.7%
0.09%
-5.2%
Q4 2016$548,000
-99.9%
6,389
-0.7%
0.10%
+2.1%
Q3 2016$501,916,000
+2.1%
6,434
-7.5%
0.09%
-5.1%
Q2 2016$491,786,000
+8.8%
6,954
+4.5%
0.10%
+8.8%
Q1 2016$451,939,000
+10.9%
6,654
+17.7%
0.09%
+9.6%
Q4 2015$407,653,000
+20.8%
5,654
+16.8%
0.08%
+27.7%
Q3 2015$337,520,000
-1.2%
4,839
+15.5%
0.06%
-7.1%
Q2 2015$341,529,000
+7.6%
4,189
+4.4%
0.07%
+6.1%
Q1 2015$317,427,000
+39.1%
4,014
+35.4%
0.07%
+32.0%
Q4 2014$228,168,000
+152.5%
2,964
+128.0%
0.05%
+138.1%
Q3 2014$90,376,000
-8.7%
1,3000.0%0.02%
-12.5%
Q2 2014$98,956,000
+42.2%
1,300
+44.4%
0.02%
+33.3%
Q1 2014$69,570,000
+54.4%
900
+50.0%
0.02%
+50.0%
Q4 2013$45,072,0006000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders