CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 156 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,379,288
-4.4%
3,609
-1.7%
0.01%
-16.7%
Q2 2023$1,442,619
+15.0%
3,672
-0.7%
0.01%0.0%
Q1 2023$1,254,805
-23.0%
3,698
-36.4%
0.01%
-25.0%
Q4 2022$1,629,320
+12433.2%
5,819
+13432.6%
0.01%
Q2 2022$13,000
-59.4%
43
-48.2%
0.00%
Q1 2022$32,000
+113.3%
83
+137.1%
0.00%
Q4 2021$15,000
+7.1%
350.0%0.00%
Q3 2021$14,0000.0%350.0%0.00%
Q2 2021$14,000
-75.4%
35
-86.6%
0.00%
-100.0%
Q3 2019$57,000
+1.8%
2610.0%0.00%0.0%
Q2 2019$56,0002610.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 67,335$14,260,00013.49%
JGP Wealth Management, LLC 77,256$17,284,0006.12%
Mathes Company, Inc. 36,300$7,687,0005.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 184,137$38,995,0003.11%
Provident Wealth Management, LLC 11,898$2,520,0003.08%
Silversage Advisors 8,951$1,896,0002.77%
Destination Wealth Management 208,334$44,119,0002.70%
Equitable Holdings, Inc. 342,050$72,436,0002.60%
AFT, FORSYTH & COMPANY, INC. 9,590$2,030,899,0002.04%
White Lighthouse Investment Management Inc. 20,337$4,307,0001.80%
View complete list of ISHARES TR shareholders