Capital Investment Advisory Services, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 129 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,155
+7.1%
1480.0%0.00%0.0%
Q2 2023$5,745
-0.9%
1480.0%0.00%0.0%
Q1 2023$5,797
-3.7%
1480.0%0.00%0.0%
Q4 2022$6,018
+20.4%
1480.0%0.00%0.0%
Q3 2022$5,0000.0%1480.0%0.00%0.0%
Q2 2022$5,000
-16.7%
1480.0%0.00%0.0%
Q1 2022$6,000
+20.0%
1480.0%0.00%0.0%
Q4 2021$5,000
+25.0%
1480.0%0.00%0.0%
Q3 2021$4,000
-20.0%
1480.0%0.00%0.0%
Q2 2021$5,000
+25.0%
1480.0%0.00%0.0%
Q1 2021$4,000
+33.3%
1480.0%0.00%–
Q4 2020$3,0000.0%1480.0%0.00%
-100.0%
Q3 2020$3,0000.0%1480.0%0.00%0.0%
Q2 2020$3,000
+50.0%
1480.0%0.00%–
Q1 2020$2,000
-50.0%
1480.0%0.00%
-100.0%
Q4 2019$4,0000.0%1480.0%0.00%0.0%
Q3 2019$4,000
-20.0%
1480.0%0.00%
-50.0%
Q2 2019$5,0000.0%1480.0%0.00%0.0%
Q1 2019$5,000
+25.0%
1480.0%0.00%0.0%
Q4 2018$4,000–148–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Family Firm, Inc. 257,385$10,704,6423.01%
THEORY FINANCIAL LLC 87,460$3,637,4612.13%
Zeit Capital LLC 41,987$1,746,2591.62%
Sowa Financial Group, Inc. 51,679$2,1491.61%
Midwest Professional Planners, LTD. 67,622$2,812,3991.26%
Windward Private Wealth Management Inc. 65,084$2,706,8441.22%
Milestone Advisory Partners 26,471$1,100,9290.92%
Q3 Asset Management 50,251$2,0890.83%
Great Lakes Retirement, Inc. 104,344$4,372,6640.79%
DHK Financial Advisors, Inc. 16,574$694,6060.62%
View complete list of ISHARES TR shareholders