CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Destination Wealth Management 326,095$29,212,0003.06%
INTREPID CAPITAL MANAGEMENT INC /DE/ 33,000$2,956,0003.01%
WESPAC Advisors, LLC 22,572$2,022,0001.68%
SPC Financial, Inc. 56,735$5,082,0001.59%
BINGHAM OSBORN & SCARBOROUGH LLC 106,243$9,517,0001.38%
Mathes Company, Inc. 18,545$1,661,0000.89%
WealthTrust Fairport, LLC 61,283$5,490,0000.86%
MERIDIAN INVESTMENT COUNSEL INC. 9,725$871,0000.74%
Asset Management Group, Inc. 13,545$1,213,0000.74%
Antonetti Capital Management LLC 4,712$422,0000.38%
View complete list of ISHARES TR shareholders