Capital Investment Advisors, LLC / IBDT
Capital Investment Advisors, LLC’s Ishares Tr Position
Does Capital Investment Advisors, LLC own Ishares Tr (IBDT)? Yes — 3.75M shares worth $95M (+1.39% of its 13F portfolio) as of Q1 2026, up from 3.63M shares the prior filed quarter.
Position Value
$95M
Q1 2026
Shares
3.75M
% of Portfolio
+1.39%
Quarters Held
25
currently held
Position History IBDT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.75M | $95M | +1.39% |
| Q4 2025 | 3.63M | $92M | +1.41% |
| Q3 2025 | 3.42M | $87M | +1.43% |
| Q2 2025 | 3.22M | $85M | +1.50% |
| Q1 2025 | 2.99M | $75M | +1.48% |
| Q4 2024 | 2.78M | $69M | +1.41% |
| Q3 2024 | 2.57M | $66M | +1.35% |
| Q2 2024 | 2.39M | $59M | +1.34% |
| Q1 2024 | 2.19M | $55M | +1.27% |
| Q4 2023 | 1.99M | $50M | +1.25% |
| Q3 2023 | 1.84M | $44M | +1.22% |
| Q2 2023 | 1.63M | $40M | +1.22% |
| Q1 2023 | 1.43M | $36M | +1.05% |
| Q4 2022 | 1.09M | $26M | +0.80% |
| Q3 2022 | 947.5K | $23M | +0.77% |
| Q2 2022 | 833.3K | $21M | +0.69% |
| Q1 2022 | 758.9K | $20M | +0.61% |
| Q4 2021 | 694.7K | $20M | +0.60% |
| Q3 2021 | 627.3K | $18M | +0.60% |
| Q2 2021 | 550.0K | $16M | +0.55% |
| Q1 2021 | 450.6K | $13M | +0.48% |
| Q4 2020 | 380.9K | $11M | +0.47% |
| Q3 2020 | 331.3K | $10M | +0.46% |
| Q2 2020 | 240.1K | $7M | +0.36% |
| Q4 2019 | 85.9K | $2M | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of IBDT.