CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 142 filers reported holding ISHARES TR in Q1 2019. 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$1,091,180
+12.3%
26,446
+1.3%
0.00%0.0%
Q2 2023$971,756
-1.4%
26,108
+0.0%
0.00%0.0%
Q1 2023$985,361
-2.2%
26,095
+0.9%
0.00%
-20.0%
Q4 2022$1,008,023
+630.5%
25,853
+536.1%
0.01%
+400.0%
Q2 2022$138,000
-6.1%
4,0640.0%0.00%0.0%
Q1 2022$147,000
+31.2%
4,0640.0%0.00%0.0%
Q4 2021$112,000
+2.8%
4,0640.0%0.00%0.0%
Q3 2021$109,000
+0.9%
4,0640.0%0.00%0.0%
Q2 2021$108,000
-52.0%
4,064
-55.4%
0.00%
-50.0%
Q1 2021$225,000
+21.6%
9,1110.0%0.00%0.0%
Q4 2020$185,000
+63.7%
9,111
+29.1%
0.00%0.0%
Q3 2020$113,000
-7.4%
7,059
+11.9%
0.00%0.0%
Q2 2020$122,000
+430.4%
6,311
+801.6%
0.00%
+100.0%
Q2 2019$23,000
-4.2%
7000.0%0.00%0.0%
Q1 2019$24,000
+14.3%
7000.0%0.00%0.0%
Q4 2018$21,000
-38.2%
700
-23.2%
0.00%
-50.0%
Q3 2018$34,000
+13.3%
911
+12.3%
0.00%0.0%
Q2 2018$30,000
+30.4%
811
+15.9%
0.00%
+100.0%
Q1 2018$23,000
-4.2%
7000.0%0.00%0.0%
Q3 2017$24,0007000.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders