Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,322
-3.6%
1090.0%0.00%
Q2 2023$2,409
-4.6%
1090.0%0.00%
Q1 2023$2,524
+26.2%
109
+3.8%
0.00%
Q3 2022$2,000
-60.0%
105
-43.9%
0.00%
-100.0%
Q2 2022$5,000
-37.5%
187
-30.5%
0.00%0.0%
Q1 2022$8,000
-42.9%
269
-38.3%
0.00%
-50.0%
Q4 2021$14,0000.0%4360.0%0.00%0.0%
Q3 2021$14,000
-12.5%
436
-11.0%
0.00%0.0%
Q2 2021$16,000
+433.3%
490
+366.7%
0.00%
Q1 2021$3,000
+50.0%
105
+31.2%
0.00%
Q4 2020$2,0000.0%800.0%0.00%
Q3 2020$2,0000.0%800.0%0.00%
Q2 2020$2,0000.0%800.0%0.00%
Q1 2020$2,0000.0%800.0%0.00%
-100.0%
Q4 2019$2,0000.0%800.0%0.00%0.0%
Q3 2019$2,0000.0%800.0%0.00%0.0%
Q2 2019$2,0000.0%800.0%0.00%0.0%
Q1 2019$2,0000.0%800.0%0.00%0.0%
Q4 2018$2,000800.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders