Capital Analysts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$703
-65.3%
19,224
-63.0%
0.04%
-65.5%
Q2 2023$2,028
+5.6%
51,887
+0.8%
0.11%
+2.7%
Q1 2023$1,920
+10.0%
51,454
+6.9%
0.11%
+2.8%
Q4 2022$1,745
-99.9%
48,120
+9.0%
0.11%
+9.2%
Q3 2022$1,424,000
+335.5%
44,159
+359.4%
0.10%
+326.1%
Q2 2022$327,000
+2080.0%
9,613
+2429.7%
0.02%
+2200.0%
Q1 2022$15,0000.0%3800.0%0.00%0.0%
Q4 2021$15,000
+25.0%
380
+11.8%
0.00%0.0%
Q3 2021$12,0003400.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders