Capital Investment Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Blue Trust, Inc. 4,819,677$276,7944.22%
Municipal Employees' Retirement System of Michigan 4,476,690$248,9043.46%
Elm Partners Management LLC 549,219$30,536,5663.16%
Mandatum Life Insurance Co Ltd 102,145$5,679,2622.37%
Integris Wealth Management, LLC 90,451$5,029,0761.65%
Financial Gravity Asset Management, Inc. 558,350$137,143,8111.51%
Columbus Macro, LLC 56,496$3,141,1771.32%
Blue Edge Capital, LLC 109,703$6,099,4871.28%
Millington Financial Advisors, LLC 25,228$1,402,6881.26%
Smithfield Trust Co 313,500$17,4241.07%
View complete list of ISHARES TR shareholders