CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 280 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,298,220
-8.4%
4,807
-4.9%
0.01%
-16.7%
Q2 2023$1,417,230
+9.1%
5,057
+6.3%
0.01%0.0%
Q1 2023$1,298,873
+0.6%
4,757
+4.5%
0.01%0.0%
Q4 2022$1,291,271
+7.5%
4,551
-4.2%
0.01%
-14.3%
Q3 2022$1,201,000
+21.2%
4,749
+28.8%
0.01%
+16.7%
Q2 2022$991,000
-8.2%
3,686
-1.3%
0.01%
-14.3%
Q1 2022$1,079,000
-14.7%
3,736
-11.3%
0.01%
-22.2%
Q4 2021$1,265,000
+4.3%
4,211
-4.3%
0.01%
-10.0%
Q3 2021$1,213,000
+9.8%
4,398
+8.6%
0.01%0.0%
Q2 2021$1,105,000
+25.0%
4,051
+15.7%
0.01%0.0%
Q1 2021$884,000
+741.9%
3,501
+721.8%
0.01%
+900.0%
Q4 2020$105,000
+41.9%
426
+30.3%
0.00%0.0%
Q3 2020$74,000
-9.8%
327
-13.3%
0.00%0.0%
Q2 2020$82,000
+20.6%
3770.0%0.00%0.0%
Q1 2020$68,000
-90.7%
377
-88.8%
0.00%
-91.7%
Q4 2019$730,000
+199.2%
3,378
+161.5%
0.01%
+33.3%
Q3 2019$244,000
-10.3%
1,292
-7.2%
0.01%
-10.0%
Q2 2019$272,000
+16.7%
1,392
+15.8%
0.01%
+11.1%
Q1 2019$233,000
+6.4%
1,2020.0%0.01%
-25.0%
Q4 2018$219,000
-10.2%
1,2020.0%0.01%
+9.1%
Q3 2018$244,000
+13.5%
1,2020.0%0.01%
-8.3%
Q2 2018$215,000
+22.9%
1,202
+15.4%
0.01%
+9.1%
Q1 2018$175,000
-0.6%
1,042
+3.0%
0.01%0.0%
Q4 2017$176,000
-49.9%
1,012
-50.0%
0.01%
-26.7%
Q3 2017$351,000
+119.4%
2,024
+110.4%
0.02%
-25.0%
Q2 2017$160,0009620.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders