Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 126 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$118,949
-1.1%
1,1240.0%0.01%0.0%
Q2 2023$120,256
-1.2%
1,1240.0%0.01%
-14.3%
Q1 2023$121,674
+1.7%
1,1240.0%0.01%0.0%
Q4 2022$119,649
-0.3%
1,1240.0%0.01%
-12.5%
Q3 2022$120,000
-3.2%
1,1240.0%0.02%
+6.7%
Q2 2022$124,000
-1.6%
1,1240.0%0.02%
+7.1%
Q1 2022$126,000
-16.6%
1,124
-12.9%
0.01%
-22.2%
Q4 2021$151,000
-1.3%
1,2910.0%0.02%
-5.3%
Q3 2021$153,0000.0%1,2910.0%0.02%0.0%
Q2 2021$153,000
+0.7%
1,2910.0%0.02%
-9.5%
Q1 2021$152,000
-1.3%
1,2910.0%0.02%
-8.7%
Q4 2020$154,000
-1.3%
1,2910.0%0.02%
-20.7%
Q3 2020$156,000
-1.9%
1,291
-1.8%
0.03%
-9.4%
Q2 2020$159,000
-32.1%
1,314
-32.3%
0.03%
-43.9%
Q1 2020$234,000
+325.5%
1,942
+305.4%
0.06%
+280.0%
Q4 2019$55,000
+1000.0%
479
+919.1%
0.02%
+1400.0%
Q3 2019$5,0000.0%47
+4.4%
0.00%
-50.0%
Q2 2019$5,000450.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
PERSONAL FINANCIAL CONSULTANTS INC /ADV 22,184$2,487,0002.10%
UBP Investment Advisors SA 15,574$1,746,0001.85%
Aveo Capital Partners, LLC 24,100$2,702,0001.35%
WBI INVESTMENTS, LLC 97,311$10,912,0001.23%
RKL Wealth Management LLC 43,908$4,923,0001.14%
Beaumont Financial Partners, LLC 31,350$3,515,0000.57%
Strategic Wealth Partners, Ltd. 9,561$1,088,0000.55%
Karp Capital Management Corp 9,675$1,085,0000.52%
WealthShield Partners, LLC 6,541$733,0000.50%
ASSETMARK, INC 442,993$49,673,0000.48%
View complete list of ISHARES TR shareholders