CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$758,324
+0.1%
10,143
-0.1%
0.00%0.0%
Q2 2023$757,773
+11.1%
10,156
+5.9%
0.00%0.0%
Q1 2023$682,368
+1.1%
9,592
+7.3%
0.00%0.0%
Q4 2022$674,683
+13.8%
8,940
+1.8%
0.00%0.0%
Q3 2022$593,000
-8.1%
8,785
-4.6%
0.00%
-25.0%
Q2 2022$645,000
-17.2%
9,2100.0%0.00%
-20.0%
Q1 2022$779,000
+24.2%
9,210
+27.3%
0.01%
+25.0%
Q4 2021$627,000
+79.1%
7,235
+70.8%
0.00%
+33.3%
Q3 2021$350,000
+0.3%
4,235
-1.7%
0.00%0.0%
Q2 2021$349,000
+263.5%
4,310
+235.4%
0.00%
+200.0%
Q1 2021$96,000
-88.3%
1,285
-78.2%
0.00%
-92.3%
Q4 2019$818,000
+375.6%
5,901
+264.9%
0.01%
+44.4%
Q4 2018$172,0001,6170.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders