CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. 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$1,059,541
-13.3%
10,502
-8.9%
0.00%
-20.0%
Q2 2023$1,221,999
+15.1%
11,524
+8.7%
0.01%0.0%
Q1 2023$1,062,091
+1.9%
10,604
-1.9%
0.01%0.0%
Q4 2022$1,042,149
+12.1%
10,804
-2.6%
0.01%0.0%
Q3 2022$930,000
-8.2%
11,096
-3.5%
0.01%
-28.6%
Q2 2022$1,013,000
-16.4%
11,4960.0%0.01%
-12.5%
Q1 2022$1,212,000
+3.2%
11,496
+10.4%
0.01%0.0%
Q4 2021$1,174,000
+37.5%
10,416
+30.8%
0.01%
+14.3%
Q3 2021$854,000
-5.6%
7,966
-2.1%
0.01%
-12.5%
Q2 2021$905,000
+38.0%
8,141
+31.1%
0.01%
+14.3%
Q1 2021$656,000
+556.0%
6,211
+502.4%
0.01%
+600.0%
Q4 2020$100,000
+16.3%
1,031
+99.8%
0.00%0.0%
Q3 2020$86,000
+10.3%
5160.0%0.00%0.0%
Q2 2020$78,000
+52.9%
516
+61.8%
0.00%
-50.0%
Q3 2019$51,000
+2.0%
3190.0%0.00%0.0%
Q2 2019$50,000
+4.2%
3190.0%0.00%0.0%
Q1 2019$48,000
+37.1%
319
+18.6%
0.00%0.0%
Q4 2018$35,000
+133.3%
269
+177.3%
0.00%
+100.0%
Q3 2018$15,000
+7.1%
970.0%0.00%0.0%
Q2 2018$14,0000.0%970.0%0.00%0.0%
Q1 2018$14,000
+100.0%
97
+94.0%
0.00%
Q4 2017$7,000
-50.0%
50
-50.0%
0.00%
-100.0%
Q3 2017$14,000
+100.0%
100
+100.0%
0.00%0.0%
Q2 2017$7,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders