CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$264,957
-3.6%
4,4990.0%0.00%0.0%
Q2 2023$274,784
+8.3%
4,499
+0.1%
0.00%0.0%
Q1 2023$253,614
+7.3%
4,496
+0.1%
0.00%0.0%
Q4 2022$236,463
+7.0%
4,492
+0.2%
0.00%0.0%
Q3 2022$221,000
-5.2%
4,4820.0%0.00%
-50.0%
Q2 2022$233,000
-17.4%
4,482
+0.1%
0.00%0.0%
Q1 2022$282,000
-7.8%
4,479
-2.7%
0.00%0.0%
Q4 2021$306,000
+9.7%
4,603
+0.2%
0.00%0.0%
Q3 2021$279,000
+48.4%
4,595
+48.5%
0.00%0.0%
Q2 2021$188,000
+8.7%
3,095
+300.4%
0.00%0.0%
Q1 2021$173,000
+3.6%
7730.0%0.00%0.0%
Q4 2020$167,000
+10.6%
773
+0.1%
0.00%
-33.3%
Q3 2020$151,000
+11.9%
772
+0.1%
0.00%
+50.0%
Q2 2020$135,000
+25.0%
771
+0.1%
0.00%0.0%
Q1 2020$108,000
+40.3%
770
+68.1%
0.00%
-33.3%
Q3 2019$77,000
+1.3%
4580.0%0.00%0.0%
Q2 2019$76,000
+4.1%
458
+0.9%
0.00%0.0%
Q1 2019$73,000
+14.1%
454
+0.7%
0.00%0.0%
Q4 2018$64,000
-24.7%
451
-10.2%
0.00%
-25.0%
Q3 2018$85,000
+10.4%
502
+0.4%
0.00%0.0%
Q2 2018$77,000
+2.7%
5000.0%0.00%
-20.0%
Q1 2018$75,000
-5.1%
500
+0.6%
0.01%0.0%
Q4 2017$79,000
-53.0%
497
-54.5%
0.01%
-28.6%
Q3 2017$168,0001,0920.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 83,063$4,372,4433.15%
Brand Asset Management Group, Inc. 60,775$3,199,1791.62%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,016,7411.00%
Dentgroup LLC 15,570$819,6240.71%
Equitable Holdings, Inc. 646,096$34,010,4930.59%
Gladstone Institutional Advisory LLC 111,594$5,874,3080.42%
PACIFIC SUN FINANCIAL CORP 9,060$476,9180.34%
Ipsen Advisor Group LLC 4,959$261,0440.30%
West Coast Financial LLC 32,756$1,724,3020.29%
Red Tortoise LLC 7,232$380,6920.26%
View complete list of ISHARES TR shareholders