Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 165 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,958
-3.7%
2860.0%0.00%0.0%
Q2 2023$21,765
+8.6%
2860.0%0.00%0.0%
Q1 2023$20,037
+9.4%
2860.0%0.00%0.0%
Q4 2022$18,318
+7.8%
2860.0%0.00%0.0%
Q3 2022$17,000
-5.6%
2860.0%0.00%0.0%
Q2 2022$18,000
-18.2%
2860.0%0.00%0.0%
Q1 2022$22,0000.0%2860.0%0.00%
-33.3%
Q4 2021$22,000
+10.0%
2860.0%0.00%0.0%
Q3 2021$20,0000.0%2860.0%0.00%0.0%
Q2 2021$20,000
+5.3%
286
+0.4%
0.00%0.0%
Q1 2021$19,000
+5.6%
2850.0%0.00%0.0%
Q4 2020$18,000
+12.5%
2850.0%0.00%0.0%
Q3 2020$16,000
+6.7%
2850.0%0.00%0.0%
Q2 2020$15,000
-40.0%
285
-48.6%
0.00%
-50.0%
Q1 2020$25,0000.0%555
+17.8%
0.01%
-14.3%
Q4 2019$25,000
+8.7%
471
+0.4%
0.01%
+16.7%
Q3 2019$23,0000.0%4690.0%0.01%
-14.3%
Q2 2019$23,000
+4.5%
469
+0.2%
0.01%
-12.5%
Q1 2019$22,000
-21.4%
468
-28.7%
0.01%
-33.3%
Q4 2018$28,0006560.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 63,944$4,629,597,0003.52%
USAdvisors Wealth Management, LLC 76,831$5,454,0002.96%
Clear Perspectives Financial Planning, LLC 61,195$4,344,0002.10%
Bluesphere Advisors, LLC 19,435$1,380,0001.22%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 39,030$2,771,0001.12%
180 WEALTH ADVISORS, LLC 62,098$4,562,0001.04%
FAGAN ASSOCIATES, INC. 51,195$3,634,0000.78%
Connecticut Wealth Management, LLC 120,497$8,554,0000.75%
Capital Advisors, Ltd. LLC 55,222$3,920,0000.70%
RDA Financial Network 18,469$1,311,0000.58%
View complete list of ISHARES TR shareholders