Capital Investment Advisory Services, LLC - ISHARES TR ownership

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ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 324 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,950
+13.8%
225
+12.5%
0.00%0.0%
Q2 2023$8,740
+11.0%
2000.0%0.00%0.0%
Q1 2023$7,872
-5.7%
2000.0%0.00%0.0%
Q4 2022$8,348
+4.4%
2000.0%0.00%0.0%
Q3 2022$8,0000.0%2000.0%0.00%0.0%
Q2 2022$8,000
-11.1%
2000.0%0.00%0.0%
Q1 2022$9,0000.0%2000.0%0.00%0.0%
Q4 2021$9,000
-10.0%
2000.0%0.00%0.0%
Q3 2021$10,000
+11.1%
2000.0%0.00%0.0%
Q2 2021$9,000
+12.5%
2000.0%0.00%0.0%
Q1 2021$8,0000.0%2000.0%0.00%0.0%
Q4 2020$8,000
+14.3%
2000.0%0.00%0.0%
Q3 2020$7,000
+16.7%
2000.0%0.00%0.0%
Q2 2020$6,000
+20.0%
2000.0%0.00%0.0%
Q1 2020$5,000
-28.6%
2000.0%0.00%
-50.0%
Q4 2019$7,0000.0%2000.0%0.00%0.0%
Q3 2019$7,0000.0%2000.0%0.00%0.0%
Q2 2019$7,0000.0%2000.0%0.00%
-33.3%
Q1 2019$7,0000.0%2000.0%0.00%0.0%
Q4 2018$7,000–200–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders