Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$609,776
-27.1%
12,573
-15.2%
0.06%
-27.7%
Q2 2023$836,597
+4.4%
14,818
-0.2%
0.08%
-12.6%
Q1 2023$801,392
+3.7%
14,846
+1.0%
0.10%
+3.3%
Q4 2022$772,655
+2046.3%
14,698
+1813.8%
0.09%
+1740.0%
Q3 2022$36,000
-7.7%
7680.0%0.01%0.0%
Q2 2022$39,000
-17.0%
7680.0%0.01%0.0%
Q1 2022$47,000
-7.8%
7680.0%0.01%
-16.7%
Q4 2021$51,000
+6.2%
7680.0%0.01%0.0%
Q3 2021$48,000
+71.4%
768
+884.6%
0.01%
+50.0%
Q2 2021$28,000
+7.7%
780.0%0.00%0.0%
Q1 2021$26,0000.0%780.0%0.00%0.0%
Q4 2020$26,000
+13.0%
780.0%0.00%0.0%
Q3 2020$23,000
-61.7%
78
-65.8%
0.00%
-66.7%
Q2 2020$60,000
+20.0%
228
+3.6%
0.01%0.0%
Q1 2020$50,000
+4.2%
220
+22.2%
0.01%
-7.7%
Q4 2019$48,000
+6.7%
1800.0%0.01%0.0%
Q3 2019$45,000
+2.3%
1800.0%0.01%0.0%
Q2 2019$44,000
-50.0%
180
-52.6%
0.01%
-60.6%
Q1 2019$88,000
+25.7%
380
+8.6%
0.03%
+10.0%
Q4 2018$70,0003500.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders