SEC 13F Intelligence

Capital Investment Advisors, LLC / IJH

Capital Investment Advisors, LLC’s Ishares Tr Position

Does Capital Investment Advisors, LLC own Ishares Tr (IJH)? Yes626.0K shares worth $42M (+0.62% of its 13F portfolio) as of Q1 2026, down from 635.4K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
626.0K
% of Portfolio
+0.62%
Quarters Held
29
currently held

Position History IJH

Reported value by quarter
Q4 ’18: $43MQ4 ’18Q1 ’19: $50MQ2 ’19: $36MQ3 ’19: $35MQ4 ’19: $37MQ4 ’19Q1 ’20: $22MQ2 ’20: $26MQ3 ’20: $27MQ4 ’20: $33MQ4 ’20Q1 ’21: $37MQ2 ’21: $38MQ3 ’21: $37MQ4 ’21: $39MQ4 ’21Q1 ’22: $37MQ2 ’22: $30MQ3 ’22: $29MQ4 ’22: $31MQ4 ’22Q1 ’23: $31MQ3 ’23: $30MQ4 ’23: $33MQ1 ’24: $33MQ1 ’24Q2 ’24: $31MQ3 ’24: $33MQ4 ’24: $32MQ1 ’25: $30MQ1 ’25Q2 ’25: $32MQ3 ’25: $33MQ4 ’25: $42MQ1 ’26: $42MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026626.0K$42M+0.62%
Q4 2025635.4K$42M+0.64%
Q3 2025509.4K$33M+0.55%
Q2 2025509.5K$32M+0.57%
Q1 2025522.1K$30M+0.60%
Q4 2024516.4K$32M+0.66%
Q3 2024524.9K$33M+0.67%
Q2 2024535.2K$31M+0.71%
Q1 2024546.5K$33M+0.77%
Q4 2023120.5K$33M+0.84%
Q3 2023120.7K$30M+0.83%
Q1 2023125.2K$31M+0.92%
Q4 2022129.7K$31M+0.95%
Q3 2022133.1K$29M+1.00%
Q2 2022134.4K$30M+1.01%
Q1 2022136.2K$37M+1.12%
Q4 2021138.8K$39M+1.20%
Q3 2021141.0K$37M+1.25%
Q2 2021142.1K$38M+1.32%
Q1 2021142.6K$37M+1.40%
Q4 2020143.9K$33M+1.38%
Q3 2020144.1K$27M+1.28%
Q2 2020146.5K$26M+1.35%
Q1 2020150.0K$22M+1.38%
Q4 2019177.5K$37M+1.42%
Q3 2019182.6K$35M+1.85%
Q2 2019182.9K$36M+1.95%
Q1 2019265.5K$50M+2.93%
Q4 2018261.6K$43M+2.90%

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 IJH.