CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$368,562
-11.1%
5,009
-1.2%
0.00%
-50.0%
Q2 2023$414,554
+79.1%
5,071
+83.4%
0.00%
+100.0%
Q1 2023$231,458
-13.3%
2,765
-10.4%
0.00%0.0%
Q4 2022$266,976
-2.9%
3,085
-9.1%
0.00%
-50.0%
Q3 2022$275,000
+19.0%
3,393
+25.6%
0.00%
+100.0%
Q2 2022$231,000
-7.2%
2,702
-1.3%
0.00%
-50.0%
Q1 2022$249,000
+4.2%
2,737
+1.3%
0.00%0.0%
Q4 2021$239,000
+12.2%
2,7020.0%0.00%0.0%
Q3 2021$213,000
+23.1%
2,702
+22.7%
0.00%0.0%
Q2 2021$173,000
-1.1%
2,2020.0%0.00%0.0%
Q1 2021$175,000
+12.9%
2,202
+10.0%
0.00%0.0%
Q4 2020$155,000
-31.1%
2,002
+30.8%
0.00%
-50.0%
Q3 2020$225,000
+57.3%
1,531
+52.9%
0.00%
+100.0%
Q2 2020$143,000
+30.0%
1,001
+18.2%
0.00%0.0%
Q1 2020$110,000
-20.3%
8470.0%0.00%
-60.0%
Q3 2019$138,000
+7.8%
8470.0%0.01%0.0%
Q2 2019$128,000
+2.4%
8470.0%0.01%0.0%
Q1 2019$125,000
+9.6%
8470.0%0.01%
-16.7%
Q4 2018$114,0000.0%8470.0%0.01%
+20.0%
Q3 2018$114,000
+0.9%
8470.0%0.01%
-16.7%
Q2 2018$113,000
+5.6%
8470.0%0.01%
-14.3%
Q1 2018$107,000
-5.3%
8470.0%0.01%0.0%
Q4 2017$113,000
-48.2%
847
-50.0%
0.01%
-22.2%
Q3 2017$218,000
+98.2%
1,694
+100.0%
0.01%
-35.7%
Q2 2017$110,000
-38.9%
847
-55.6%
0.01%
-74.5%
Q2 2013$180,0001,9080.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders