Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.

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$4,0001480.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders