Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 95 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,234
-39.7%
1,384
-24.1%
0.00%
-33.3%
Q2 2023$33,537
-7.0%
1,8230.0%0.00%
-25.0%
Q1 2023$36,055
+18.4%
1,823
+18.8%
0.00%0.0%
Q4 2022$30,445
+8.7%
1,534
+5.4%
0.00%0.0%
Q3 2022$28,0000.0%1,4560.0%0.00%
+33.3%
Q2 2022$28,000
+250.0%
1,456
+278.2%
0.00%
+200.0%
Q1 2022$8,0000.0%3850.0%0.00%0.0%
Q4 2021$8,0000.0%3850.0%0.00%0.0%
Q3 2021$8,000
-11.1%
3850.0%0.00%0.0%
Q2 2021$9,000
-52.6%
385
-51.0%
0.00%
-66.7%
Q1 2021$19,000
-38.7%
785
-28.4%
0.00%
-40.0%
Q4 2020$31,000
+138.5%
1,097
+60.1%
0.01%
+150.0%
Q3 2020$13,000
+44.4%
6850.0%0.00%0.0%
Q2 2020$9,000
+28.6%
6850.0%0.00%0.0%
Q1 2020$7,000
-12.5%
6850.0%0.00%0.0%
Q4 2019$8,000
+14.3%
6850.0%0.00%0.0%
Q3 2019$7,0000.0%6850.0%0.00%0.0%
Q2 2019$7,0000.0%6850.0%0.00%
-33.3%
Q1 2019$7,000
+16.7%
6850.0%0.00%0.0%
Q4 2018$6,0006850.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders