CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 105 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,013,238
-13.7%
94,518
-10.5%
0.01%
-11.1%
Q2 2023$2,333,721
+19.1%
105,598
+24.8%
0.01%0.0%
Q1 2023$1,959,867
-7.3%
84,623
-10.2%
0.01%
-18.2%
Q4 2022$2,114,184
+37.4%
94,257
+27.9%
0.01%
+22.2%
Q3 2022$1,539,000
+1848.1%
73,716
+2234.3%
0.01%
+800.0%
Q2 2022$79,000
+229.2%
3,158
+287.5%
0.00%
Q1 2022$24,000
-11.1%
8150.0%0.00%
Q4 2021$27,000
+3.8%
8150.0%0.00%
Q3 2021$26,000
-3.7%
8150.0%0.00%
Q2 2021$27,000
+3.8%
8150.0%0.00%
Q1 2021$26,000
+4.0%
8150.0%0.00%
Q4 2020$25,000
+13.6%
8150.0%0.00%
Q3 2020$22,0000.0%8150.0%0.00%
Q2 2020$22,000
-8.3%
8150.0%0.00%
-100.0%
Q3 2019$24,0000.0%8150.0%0.00%0.0%
Q2 2019$24,0000.0%8150.0%0.00%0.0%
Q1 2019$24,000
+14.3%
8150.0%0.00%0.0%
Q4 2018$21,000
-12.5%
8150.0%0.00%0.0%
Q3 2018$24,000
+4.3%
8150.0%0.00%0.0%
Q2 2018$23,000
-90.6%
815
-91.2%
0.00%
-93.3%
Q1 2018$244,000
+4780.0%
9,211
+5550.9%
0.02%
Q3 2017$5,0001630.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
United Asset Strategies, Inc. 95,185$2,830,0001.94%
TOTH FINANCIAL ADVISORY CORP 97,586$2,901,0001.23%
OLD SECOND NATIONAL BANK OF AURORA 93,433$2,778,0001.14%
CINQUE PARTNERS LLC 63,058$1,875,0000.96%
CHEMUNG CANAL TRUST CO 88,487$2,631,0000.54%
MONROE BANK & TRUST/MI 45,971$1,367,0000.53%
Patriot Wealth Management, Inc. 61,381$1,825,0000.50%
Advisors Preferred, LLC 29,840$887,0000.49%
MASSMUTUAL TRUST CO FSB/ADV 14,190$421,869,0000.39%
WASHINGTON TRUST BANK 0$201,0000.36%
View complete list of ISHARES TR shareholders