CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,127,762
-0.7%
136,337
+5.6%
0.04%
-2.8%
Q2 2023$9,191,994
+32728.6%
129,160
+38340.5%
0.04%
Q4 2021$28,000
+7.7%
3360.0%0.00%
Q3 2021$26,0000.0%3360.0%0.00%
Q2 2021$26,000
+4.0%
3360.0%0.00%
Q1 2021$25,000
+4.2%
3360.0%0.00%
Q4 2020$24,000
+140.0%
336
+761.5%
0.00%
Q3 2020$10,000
+11.1%
390.0%0.00%
Q2 2020$9,000
-52.6%
39
-56.2%
0.00%
-100.0%
Q3 2019$19,0000.0%890.0%0.00%0.0%
Q2 2019$19,000
+5.6%
890.0%0.00%0.0%
Q1 2019$18,000
-5.3%
89
-43.3%
0.00%
-75.0%
Q2 2014$19,0001570.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 28,209$5,143,0004.01%
Quantitative Advantage, LLC 65,897$12,014,0003.52%
Polaris Wealth Advisory Group, LLC 80,538$14,684,0001.20%
WESPAC Advisors, LLC 10,662$1,944,0001.19%
NAVELLIER & ASSOCIATES INC 39,100$7,129,0001.08%
Banco de Sabadell, S.A 39,488$7,193,0000.87%
Peachtree Investment Advisors, Inc. 5,382$981,0000.74%
WHITENER CAPITAL MANAGEMENT, INC. 4,455$812,0000.62%
Stillwater Capital Advisors, LLC 12,159$2,217,0000.53%
MITCHELL SINKLER & STARR/PA 2,440$445,0000.51%
View complete list of ISHARES TR shareholders