CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders