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 ↓
First Citizens Financial Corp 65,107$4,633,5033.15%
COTTONWOOD CAPITAL ADVISORS, LLC 37,268$2,652,3022.43%
QUATTRO FINANCIAL ADVISORS LLC 83,143$5,917,0792.35%
Stonebridge Financial Planning Group, LLC 35,742$2,543,6881.55%
SOUTHERN CAPITAL ADVISORS, LLC 24,712$1,758,6641.34%
Legacy Capital Wealth Partners, LLC 22,514$1,602,2861.33%
Synergy Asset Management, LLC 50,865$3,619,9360.90%
GARRISON POINT ADVISORS, LLC 15,160$1,078,8990.78%
New Legacy Group, LLC 4,200$298,9080.76%
WESPAC Advisors SoCal, LLC 25,346$1,803,8120.62%
View complete list of ISHARES TR shareholders