CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 208 filers reported holding ISHARES TR in Q2 2021. 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$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 Q2 2021
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders