CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$260,186
-4.1%
1,113
+2.5%
0.00%0.0%
Q2 2023$271,305
+9.6%
1,0860.0%0.00%0.0%
Q1 2023$247,434
+8.1%
1,086
+1.3%
0.00%0.0%
Q4 2022$228,926
+9.0%
1,072
+0.2%
0.00%0.0%
Q3 2022$210,000
-7.9%
1,0700.0%0.00%0.0%
Q2 2022$228,000
+985.7%
1,070
+1271.8%
0.00%
Q1 2022$21,000
-19.2%
78
-17.0%
0.00%
Q4 2021$26,000
-45.8%
94
-52.5%
0.00%
Q3 2021$48,000
+4.3%
198
+11.2%
0.00%
Q2 2021$46,000
+155.6%
178
+154.3%
0.00%
Q1 2021$18,000
+20.0%
700.0%0.00%
Q4 2020$15,000
+7.1%
700.0%0.00%
Q3 2020$14,000
+75.0%
70
+40.0%
0.00%
Q2 2020$8,000
-97.1%
50
-97.6%
0.00%
-100.0%
Q1 2020$278,000
+2988.9%
2,115
+4130.0%
0.01%
Q3 2019$9,0000.0%500.0%0.00%
Q2 2019$9,0000.0%500.0%0.00%
Q1 2019$9,000
+12.5%
500.0%0.00%
Q4 2018$8,000
-20.0%
500.0%0.00%
Q3 2018$10,000
+11.1%
500.0%0.00%
Q2 2018$9,0000.0%500.0%0.00%
-100.0%
Q1 2018$9,000
-10.0%
500.0%0.00%0.0%
Q4 2017$10,000
-44.4%
50
-50.0%
0.00%0.0%
Q3 2017$18,000
+100.0%
100
+100.0%
0.00%0.0%
Q2 2017$9,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders