Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 727 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 36.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$87,770
-29.3%
2,911
-27.5%
0.01%
-25.0%
Q2 2023$124,110
-11.6%
4,013
-10.8%
0.01%
-29.4%
Q1 2023$140,472
-20.9%
4,499
-22.6%
0.02%
-19.0%
Q4 2022$177,518
+10.3%
5,815
+14.0%
0.02%0.0%
Q3 2022$161,000
-4.2%
5,099
+0.0%
0.02%
+5.0%
Q2 2022$168,000
-9.7%
5,098
+0.0%
0.02%0.0%
Q1 2022$186,000
-40.6%
5,097
-35.9%
0.02%
-45.9%
Q4 2021$313,000
+10.2%
7,949
+8.5%
0.04%
+2.8%
Q3 2021$284,000
-1.4%
7,328
+0.0%
0.04%0.0%
Q2 2021$288,000
+4.3%
7,326
+1.9%
0.04%
-7.7%
Q1 2021$276,000
-43.1%
7,187
-42.9%
0.04%
-45.8%
Q4 2020$485,000
+32.5%
12,582
+25.4%
0.07%
+4.3%
Q3 2020$366,000
+36.6%
10,035
+29.6%
0.07%
+27.8%
Q2 2020$268,000
+3.1%
7,741
-5.2%
0.05%
-14.3%
Q1 2020$260,000
-41.3%
8,164
-30.7%
0.06%
-47.1%
Q4 2019$443,000
-40.5%
11,782
-40.6%
0.12%
-42.5%
Q3 2019$744,000
-10.3%
19,836
-11.0%
0.21%
-17.9%
Q2 2019$829,000
-0.5%
22,292
-2.2%
0.25%
-18.7%
Q1 2019$833,000
+6.4%
22,788
-0.3%
0.31%
-7.2%
Q4 2018$783,000
-81.5%
22,865
-79.9%
0.33%
-83.1%
Q3 2018$4,223,000
-4.6%
113,742
-3.1%
1.98%
-10.7%
Q2 2018$4,428,000
+3.5%
117,431
+3.1%
2.22%
-7.2%
Q1 2018$4,279,000
+8.3%
113,933
+9.8%
2.39%
+3.0%
Q4 2017$3,951,000
+3.7%
103,780
+5.7%
2.32%
-0.9%
Q3 2017$3,811,000
+8.8%
98,200
+9.8%
2.34%
+1.4%
Q2 2017$3,503,000
+1.9%
89,424
+0.7%
2.31%
-8.4%
Q1 2017$3,437,000
+33.1%
88,809
+27.9%
2.52%
+12.6%
Q4 2016$2,583,00069,4182.24%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders