Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 119 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$802,539
-5.8%
31,046
-2.3%
0.08%
-6.0%
Q2 2023$851,539
-0.0%
31,762
-1.2%
0.08%
-16.8%
Q1 2023$851,733
+0.0%
32,153
-7.1%
0.10%0.0%
Q4 2022$851,335
+15.8%
34,606
-1.4%
0.10%
+6.3%
Q3 2022$735,000
-4.9%
35,089
+6.8%
0.10%
+1.1%
Q2 2022$773,000
-25.0%
32,863
-11.8%
0.09%
-16.1%
Q1 2022$1,031,000
-3.0%
37,246
+1.0%
0.11%
-11.1%
Q4 2021$1,063,000
+4.2%
36,868
+4.9%
0.13%
-2.3%
Q3 2021$1,020,000
-72.9%
35,146
-71.9%
0.13%
-72.7%
Q2 2021$3,758,000
+2.9%
125,064
-1.7%
0.47%
-8.5%
Q1 2021$3,652,000
+12.5%
127,186
+6.5%
0.52%
+7.1%
Q4 2020$3,246,000
+15.9%
119,434
+3.6%
0.48%
-8.5%
Q3 2020$2,800,000
+11.1%
115,246
+4.8%
0.53%
+3.1%
Q2 2020$2,521,000
+18.6%
110,005
+4.9%
0.51%
-1.5%
Q1 2020$2,125,000
+106150.0%
104,893
+174721.7%
0.52%
+51800.0%
Q3 2019$2,000
-81.8%
60
-85.9%
0.00%
-66.7%
Q2 2019$11,000
-59.3%
425
-57.8%
0.00%
-70.0%
Q1 2019$27,0001,0070.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,835,638$161,472,00012.22%
MERIDIAN MANAGEMENT CO 1,155,881$31,983,00010.14%
Clearwater Capital Advisors, LLC 1,562,988$43,248,0004.96%
BALASA DINVERNO & FOLTZ LLC 2,438,615$67,476,0004.55%
Wade Financial Advisory, Inc 316,291$8,752,0003.75%
Callan Capital, LLC 838,501$23,201,0003.19%
Horizon Family Wealth, Inc. 106,732$2,953,0002.93%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075,935$29,771,0002.82%
LINCOLN CAPITAL CORP 137,352$3,801,0001.98%
Beirne Wealth Consulting Services, LLC 127,252$3,530,0001.97%
View complete list of ISHARES TR shareholders