CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 151 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$591,224
-5.1%
3,170
+1.9%
0.00%0.0%
Q2 2023$623,289
+2.5%
3,112
+1.9%
0.00%
-33.3%
Q1 2023$608,249
+1689.0%
3,053
+1644.6%
0.00%
Q2 2022$34,000
+240.0%
175
+250.0%
0.00%
Q1 2022$10,000
-96.8%
50
-96.8%
0.00%
-100.0%
Q4 2021$310,000
+64.0%
1,550
+47.6%
0.00%0.0%
Q3 2021$189,000
-2.1%
1,0500.0%0.00%0.0%
Q2 2021$193,000
+119.3%
1,050
+110.0%
0.00%
+100.0%
Q1 2021$88,000
+238.5%
500
+122.2%
0.00%
-66.7%
Q3 2016$26,0000.0%2250.0%0.00%0.0%
Q2 2016$26,000
+4.0%
2250.0%0.00%0.0%
Q1 2016$25,000
+4.2%
2250.0%0.00%0.0%
Q4 2015$24,0002250.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders