CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$47,000
-11.3%
1,3170.0%0.00%
Q1 2022$53,000
+35.9%
1,317
+7.2%
0.00%
Q4 2021$39,000
+550.0%
1,229
+553.7%
0.00%
Q3 2021$6,0000.0%1880.0%0.00%
Q2 2021$6,000
+200.0%
188
+113.6%
0.00%
Q1 2021$2,0000.0%880.0%0.00%
Q4 2020$2,0000.0%880.0%0.00%
Q3 2020$2,0000.0%880.0%0.00%
Q2 2020$2,000
-33.3%
880.0%0.00%
Q3 2019$3,000
-87.5%
88
-88.8%
0.00%
-100.0%
Q2 2019$24,000
+9.1%
788
+12.6%
0.00%0.0%
Q1 2019$22,000
+15.8%
7000.0%0.00%0.0%
Q4 2018$19,000
-24.0%
7000.0%0.00%0.0%
Q3 2018$25,000
-13.8%
700
-11.3%
0.00%
-50.0%
Q2 2018$29,000
+11.5%
7890.0%0.00%0.0%
Q1 2018$26,000
+4.0%
789
+12.7%
0.00%0.0%
Q4 2017$25,000
+8.7%
7000.0%0.00%
+100.0%
Q3 2017$23,000
-54.9%
700
-56.2%
0.00%
-83.3%
Q2 2017$51,000
+183.3%
1,600
+162.3%
0.01%
+200.0%
Q1 2016$18,000
+5.9%
6100.0%0.00%0.0%
Q4 2015$17,000
-5.6%
6100.0%0.00%0.0%
Q3 2015$18,000
-74.6%
610
-61.9%
0.00%
-86.7%
Q1 2014$71,000
+2.9%
1,6000.0%0.02%
+25.0%
Q4 2013$69,0001,6000.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders