Capital Investment Advisors, LLC / IJR
Capital Investment Advisors, LLC’s Ishares Tr Position
Does Capital Investment Advisors, LLC own Ishares Tr (IJR)? Yes — 278.7K shares worth $35M (+0.51% of its 13F portfolio) as of Q1 2026, down from 282.4K shares the prior filed quarter.
Position Value
$35M
Q1 2026
Shares
278.7K
% of Portfolio
+0.51%
Quarters Held
29
currently held
Position History IJR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 278.7K | $35M | +0.51% |
| Q4 2025 | 282.4K | $34M | +0.52% |
| Q3 2025 | 248.4K | $30M | +0.48% |
| Q2 2025 | 247.7K | $27M | +0.48% |
| Q1 2025 | 260.4K | $27M | +0.53% |
| Q4 2024 | 262.7K | $30M | +0.62% |
| Q3 2024 | 262.4K | $31M | +0.63% |
| Q2 2024 | 265.2K | $28M | +0.64% |
| Q1 2024 | 269.2K | $30M | +0.69% |
| Q4 2023 | 291.5K | $32M | +0.79% |
| Q3 2023 | 271.3K | $26M | +0.71% |
| Q1 2023 | 276.8K | $27M | +0.79% |
| Q4 2022 | 278.7K | $26M | +0.80% |
| Q3 2022 | 284.8K | $25M | +0.85% |
| Q2 2022 | 287.6K | $27M | +0.88% |
| Q1 2022 | 290.4K | $31M | +0.96% |
| Q4 2021 | 293.4K | $34M | +1.03% |
| Q3 2021 | 294.1K | $32M | +1.08% |
| Q2 2021 | 295.1K | $33M | +1.15% |
| Q1 2021 | 295.0K | $32M | +1.21% |
| Q4 2020 | 295.2K | $27M | +1.13% |
| Q3 2020 | 294.7K | $21M | +0.99% |
| Q2 2020 | 298.5K | $20M | +1.06% |
| Q1 2020 | 308.2K | $17M | +1.10% |
| Q4 2019 | 350.8K | $29M | +1.14% |
| Q3 2019 | 357.0K | $28M | +1.46% |
| Q2 2019 | 356.5K | $28M | +1.53% |
| Q1 2019 | 479.6K | $37M | +2.16% |
| Q4 2018 | 473.3K | $33M | +2.19% |
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 IJR.