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 ↓
Cadent Capital Advisors, LLC 321,389$11,564,0006.53%
MinichMacGregor Wealth Management, LLC 393,986$14,175,0005.84%
ODonnell Financial Services, LLC 187,102$6,723,0005.51%
Sowa Financial Group, Inc. 182,369$6,562,0005.00%
Milestone Advisory Partners 116,046$4,228,0003.43%
MENLO ADVISORS LLC 143,525$5,164,0003.42%
Family Firm, Inc. 262,974$9,462,0002.79%
AVALON CAPITAL MANAGEMENT 184,788$6,649,0002.72%
Zeit Capital LLC 54,440$1,959,0001.88%
INTERACTIVE FINANCIAL ADVISORS, INC. 66,187$2,369,0001.19%
View complete list of ISHARES TR shareholders