CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 166 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$1,0000.0%220.0%0.00%
Q3 2019$1,000
-95.0%
22
-94.5%
0.00%
-100.0%
Q3 2018$20,000
+1900.0%
400
+3900.0%
0.00%
Q4 2013$1,0000.0%100.0%0.00%
Q2 2013$1,000100.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tower Wealth Partners, Inc. 125,195$9,522,3327.63%
Flagship Private Wealth, LLC 104,021$7,911,7986.55%
Kaye Capital Management 169,207$12,869,9096.26%
Amplius Wealth Advisors, LLC 559,845$42,581,8115.74%
Drake & Associates, LLC 147,883$11,248,0085.03%
Asset Allocation Strategies LLC 124,134$9,441,6074.46%
Bluesphere Advisors, LLC 80,538$6,125,7204.27%
WADDELL & ASSOCIATES, LLC 378,252$28,769,8704.22%
Beaumont Financial Advisors, LLC 420,546$31,986,6962.95%
Per Stirling Capital Management, LLC. 186,553$14,189,1932.89%
View complete list of ISHARES TR shareholders