CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 81 filers reported holding ISHARES TR in Q4 2021. 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
Q2 2022$50,000
+4.2%
820
+26.2%
0.00%
Q1 2022$48,000
-9.4%
6500.0%0.00%
Q4 2021$53,000
-3.6%
6500.0%0.00%
Q3 2021$55,000
-1.8%
6500.0%0.00%
-100.0%
Q2 2021$56,000
+7.7%
6500.0%0.00%0.0%
Q1 2021$52,000
+126.1%
650
+43.8%
0.00%0.0%
Q4 2018$23,0004520.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
HC Advisors, LLC 27,610$1,821,0001.47%
CORRADO ADVISORS, LLC 18,700$1,233,0001.02%
Laidlaw Wealth Management LLC 16,146$1,065,0000.47%
Slow Capital, Inc. 23,968$1,581,0000.43%
Destination Wealth Management 111,233$7,337,0000.37%
QUANTUM CAPITAL MANAGEMENT 4,933$325,0000.36%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$495,0000.24%
Kore Private Wealth LLC 15,795$1,042,0000.20%
Family Firm, Inc. 7,147$471,0000.17%
TBH Global Asset Management, LLC 7,380$487,0000.17%
View complete list of ISHARES TR shareholders