IYR — ISHARES

Ownership history in Capital Analysts, LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in ISHARES (IYR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2016 Q2)
Avg. % of fund
0.01%
First filed
2014 Q3
Last filed
2025 Q3
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 75 — 0% 0.00% $7K $95.93
2025 Q2 UNCHANGED 75 — 0% 0.00% $7K $93.06
2025 Q1 UNCHANGED 75 — 0% 0.00% $7K $93.53
2024 Q4 UNCHANGED 75 — 0% 0.00% $7K $90.56
2024 Q3 UNCHANGED 75 — 0% 0.00% $8K $98.33
2024 Q2 UNCHANGED 75 — 0% 0.00% $7K $84.10
2024 Q1 UNCHANGED 75 — 0% 0.00% $7K $85.63
2023 Q4 UNCHANGED 75 — 0% 0.00% $7K $86.74
2023 Q3 UNCHANGED 75 — 0% 0.00% $6K $73.52
2023 Q2 UNCHANGED 75 — 0% 0.00% $6K $80.51
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYR price (monthly, adj. close)

Other funds also holding IYR

As of 2025 Q4 — sorted by position size

TradeLink Capital LLC 3Y 7Y 6.91% WealthNavi Inc. 3Y 4.84% CONNABLE OFFICE INC 3Y 7Y 2.58% CTC Alternative Strategies, Ltd. 3Y 7Y 2.57% CarsonAllaria Wealth Management, Ltd. 3Y 2.47% Allie Family Office LLC 3Y 2.21% Omega Financial Group, LLC 3Y 7Y 2.04% DDFG, Inc 3Y 1.9% Global Endowment Management, LP 3Y 7Y 1.86% CIBC WORLD MARKETS CORP 3Y 7Y 1.55%
← Back to Capital Analysts, LLC Holdings