CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders