CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$580,483
-4.2%
12,162
+1.4%
0.00%0.0%
Q2 2023$605,989
+5.4%
11,990
+4.4%
0.00%
-33.3%
Q1 2023$574,752
+19.0%
11,490
+7.8%
0.00%
+50.0%
Q4 2022$482,903
+20.4%
10,662
+0.4%
0.00%0.0%
Q3 2022$401,000
-5.4%
10,620
+7.1%
0.00%
-33.3%
Q2 2022$424,000
-12.8%
9,917
+2.6%
0.00%0.0%
Q1 2022$486,000
-9.7%
9,668
-2.2%
0.00%
-25.0%
Q4 2021$538,000
+9.3%
9,887
+4.8%
0.00%0.0%
Q3 2021$492,000
-2.2%
9,4340.0%0.00%
-20.0%
Q2 2021$503,000
+7.7%
9,434
+1.5%
0.01%0.0%
Q1 2021$467,000
+1234.3%
9,296
+1191.1%
0.01%
Q4 2020$35,000
+16.7%
7200.0%0.00%
Q3 2020$30,000
+57.9%
720
+56.5%
0.00%
Q2 2020$19,000
-75.3%
460
-79.9%
0.00%
-100.0%
Q1 2020$77,000
+755.6%
2,285
+1042.5%
0.00%
Q3 2019$9,0000.0%2000.0%0.00%
Q2 2019$9,0000.0%2000.0%0.00%
Q1 2019$9,000
+12.5%
2000.0%0.00%
Q4 2018$8,000
-11.1%
2000.0%0.00%
Q3 2018$9,0000.0%2000.0%0.00%
Q2 2018$9,000
-98.4%
200
-98.6%
0.00%
-100.0%
Q4 2016$569,000
-81.8%
14,672
-81.2%
0.05%
-84.4%
Q4 2015$3,131,00078,0510.33%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders