Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$287,579
-20.0%
2,714
-11.9%
0.03%
-22.2%
Q2 2023$359,434
+11.0%
3,081
+9.5%
0.04%
-5.3%
Q1 2023$323,794
+16.5%
2,814
+13.2%
0.04%
+15.2%
Q4 2022$277,946
+3870.7%
2,485
+3045.6%
0.03%
+3200.0%
Q3 2022$7,000
-12.5%
790.0%0.00%0.0%
Q2 2022$8,000
-11.1%
790.0%0.00%0.0%
Q1 2022$9,000
+12.5%
790.0%0.00%0.0%
Q4 2021$8,000
-63.6%
79
-63.1%
0.00%
-66.7%
Q3 2021$22,000
-4.3%
2140.0%0.00%0.0%
Q2 2021$23,000
+4.5%
2140.0%0.00%0.0%
Q1 2021$22,000
+10.0%
2140.0%0.00%0.0%
Q4 2020$20,000
-16.7%
214
+40.8%
0.00%
-40.0%
Q3 2020$24,000
-4.0%
1520.0%0.01%0.0%
Q2 2020$25,000
+13.6%
1520.0%0.01%0.0%
Q1 2020$22,000
+37.5%
152
+111.1%
0.01%
+25.0%
Q4 2019$16,000
-27.3%
72
-25.8%
0.00%
-33.3%
Q3 2019$22,000
+4.8%
970.0%0.01%0.0%
Q2 2019$21,000
-48.8%
97
-52.2%
0.01%
-60.0%
Q1 2019$41,000
+17.1%
2030.0%0.02%0.0%
Q4 2018$35,0002030.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders