CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders