CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 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$4,339,987
-5.4%
41,539
-1.9%
0.02%
-5.6%
Q2 2023$4,587,126
-7.1%
42,344
-14.2%
0.02%
-18.2%
Q1 2023$4,939,270
+5.3%
49,358
-1.7%
0.02%
-8.3%
Q4 2022$4,689,963
+2.5%
50,187
-3.8%
0.02%
-11.1%
Q3 2022$4,577,000
-6.2%
52,189
-1.3%
0.03%
-12.9%
Q2 2022$4,882,000
-17.1%
52,859
-0.0%
0.03%
-18.4%
Q1 2022$5,888,000
-16.8%
52,874
-12.0%
0.04%
-22.4%
Q4 2021$7,078,000
+9.6%
60,055
+0.3%
0.05%
-9.3%
Q3 2021$6,458,000
-4.6%
59,869
-4.5%
0.05%
-14.3%
Q2 2021$6,771,000
+8.1%
62,712
-0.0%
0.06%
-7.4%
Q1 2021$6,263,000
-0.2%
62,717
-5.7%
0.07%
-18.1%
Q4 2020$6,276,000
+11.2%
66,543
+98.1%
0.08%
-11.7%
Q3 2020$5,642,000
+7.1%
33,596
-1.9%
0.09%
+8.0%
Q2 2020$5,270,000
+33.5%
34,249
+4.6%
0.09%0.0%
Q1 2020$3,949,000
-24.6%
32,730
+0.6%
0.09%
+4.8%
Q4 2019$5,236,000
+31.6%
32,536
+20.7%
0.08%
-40.7%
Q3 2019$3,979,0000.0%26,966
-1.0%
0.14%
-4.8%
Q2 2019$3,979,000
+3.2%
27,227
-0.2%
0.15%
-5.8%
Q1 2019$3,854,000
+128366.7%
27,286
+97350.0%
0.16%
+15500.0%
Q2 2014$3,000280.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders