Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 331 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$891
-32.9%
9,491
-30.4%
0.05%
-32.4%
Q2 2023$1,328
+12.6%
13,629
+4.6%
0.07%
+10.4%
Q1 2023$1,179
-55.9%
13,035
-58.7%
0.07%
-58.9%
Q4 2022$2,672
-99.9%
31,528
-2.2%
0.16%
-7.4%
Q3 2022$2,561,000
+45.8%
32,253
+54.0%
0.18%
+44.3%
Q2 2022$1,757,000
+1657.0%
20,945
+2022.1%
0.12%
+1933.3%
Q1 2022$100,000
-5.7%
9870.0%0.01%0.0%
Q4 2021$106,000
+26.2%
987
+15.7%
0.01%0.0%
Q3 2021$84,0000.0%8530.0%0.01%0.0%
Q2 2021$84,000
+33.3%
853
+23.1%
0.01%
+50.0%
Q1 2021$63,000
+21.2%
693
+15.5%
0.00%
-20.0%
Q4 2020$52,000
+642.9%
600
+589.7%
0.01%
+400.0%
Q3 2020$7,000870.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 303,485$29,862,00029.01%
Mizuho Bank, Ltd. 2,000,000$196,920,00019.74%
Sharkey, Howes & Javer 704,287$69,344,00017.92%
ONE Advisory Partners, LLC 281,862$27,752,00017.22%
JB Capital LLC 1,066,048$104,963,00013.58%
High Falls Advisors, Inc 481,971$47,455,00012.89%
CLIENT 1ST ADVISORY GROUP, LLC 256,433$25,248,00012.89%
Tri-Star Advisors Inc. 280,510$28,545,00012.54%
SWMG, LLC 212,075$20,881,00012.12%
Pettinga Financial Advisors LLC 458,570$45,151,00011.52%
View complete list of ISHARES TR shareholders