CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,516,205
-4.2%
54,795
-1.2%
0.02%
-10.5%
Q2 2023$4,713,298
+3.5%
55,457
+1.5%
0.02%
-5.0%
Q1 2023$4,554,881
-4.2%
54,641
-2.4%
0.02%
-16.7%
Q4 2022$4,753,756
+929.0%
56,006
+813.9%
0.02%
+700.0%
Q3 2022$462,000
-6.3%
6,128
+0.8%
0.00%0.0%
Q2 2022$493,000
-7.5%
6,0820.0%0.00%0.0%
Q1 2022$533,000
-3.6%
6,082
-0.6%
0.00%
-25.0%
Q4 2021$553,000
+8.0%
6,1180.0%0.00%0.0%
Q3 2021$512,000
+1.2%
6,118
+0.6%
0.00%
-20.0%
Q2 2021$506,000
+5.4%
6,082
-2.4%
0.01%0.0%
Q1 2021$480,000
+485.4%
6,231
+481.8%
0.01%
+400.0%
Q4 2020$82,000
+6.5%
1,0710.0%0.00%0.0%
Q3 2020$77,000
+4.1%
1,0710.0%0.00%0.0%
Q2 2020$74,000
-16.9%
1,071
-26.5%
0.00%
-66.7%
Q3 2019$89,000
-13.6%
1,457
-12.3%
0.00%
-25.0%
Q2 2019$103,000
+1.0%
1,6620.0%0.00%0.0%
Q1 2019$102,000
+121.7%
1,662
+107.8%
0.00%
+100.0%
Q4 2018$46,000
-8.0%
8000.0%0.00%0.0%
Q3 2018$50,000
+11.1%
8000.0%0.00%0.0%
Q2 2018$45,000
+2.3%
800
+100.0%
0.00%
-33.3%
Q1 2018$44,000
-29.0%
400
-27.3%
0.00%
-25.0%
Q4 2017$62,000
-49.6%
550
-50.0%
0.00%
-20.0%
Q3 2017$123,0001,1000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders