Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 107 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222
-3.5%
40.0%0.00%
Q2 2023$230
+1.8%
40.0%0.00%
Q1 2023$22640.0%0.00%
Q3 2022$040.0%0.00%
Q2 2022$04
-50.0%
0.00%
Q1 2022$0
-100.0%
80.0%0.00%
Q4 2021$1,0000.0%80.0%0.00%
Q3 2021$1,0000.0%80.0%0.00%
Q2 2021$1,0000.0%80.0%0.00%
Q1 2021$1,0000.0%80.0%0.00%
Q4 2020$1,00080.0%0.00%
Q3 2020$080.0%0.00%
Q2 2020$0
-100.0%
8
-99.2%
0.00%
-100.0%
Q1 2020$49,000
-7.5%
1,058
+16.9%
0.01%
-14.3%
Q4 2019$53,000
+6.0%
905
+0.8%
0.01%0.0%
Q3 2019$50,000
+4.2%
898
+5.6%
0.01%
-6.7%
Q2 2019$48,000
+54.8%
850
+50.4%
0.02%
+25.0%
Q1 2019$31,000
+24.0%
565
+16.5%
0.01%
+9.1%
Q4 2018$25,0004850.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Alexandria Capital, LLC 106,667$5,090,0001.28%
ASSETMARK, INC 1,080,984$51,585,0000.96%
SUNTRUST BANKS INC 2,547,269$121,553,0000.75%
IFC Holdings Incorporated/FL 40,699$1,940,0000.26%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 174,447$8,325,0000.19%
NATIONAL PLANNING CORP 40,318$1,736,0000.14%
ENVESTNET ASSET MANAGEMENT INC 575,916$27,483,0000.12%
Portfolio Solutions, LLC 15,086$720,0000.12%
INVESTMENT CENTERS OF AMERICA INC 15,867$758,0000.10%
LAZARD ASSET MANAGEMENT LLC 752,547$35,911,0000.08%
View complete list of ISHARES TR shareholders