CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,371,153
-11.5%
116,242
-5.7%
0.04%
-13.0%
Q2 2023$11,720,833
+3.4%
123,260
+1.8%
0.05%
-8.0%
Q1 2023$11,333,157
+1.1%
121,094
-1.4%
0.05%
-10.7%
Q4 2022$11,211,994
+29.4%
122,790
+16.9%
0.06%
+12.0%
Q3 2022$8,663,000
-11.8%
105,066
-4.8%
0.05%
-20.6%
Q2 2022$9,821,000
+24.9%
110,312
+43.6%
0.06%
+23.5%
Q1 2022$7,866,000
+32.4%
76,826
+35.2%
0.05%
+24.4%
Q4 2021$5,939,000
+23.9%
56,835
+19.4%
0.04%
+2.5%
Q3 2021$4,793,000
+33.6%
47,616
+39.9%
0.04%
+21.2%
Q2 2021$3,588,000
+10.8%
34,028
+5.9%
0.03%
-5.7%
Q1 2021$3,237,000
+1126.1%
32,127
+889.1%
0.04%
+1066.7%
Q4 2020$264,000
+40.4%
3,248
+114.7%
0.00%0.0%
Q3 2020$188,000
-5.1%
1,513
-9.9%
0.00%0.0%
Q2 2020$198,000
+30.3%
1,679
+2.5%
0.00%0.0%
Q1 2020$152,000
-42.2%
1,638
+0.1%
0.00%
-25.0%
Q4 2019$263,000
+20.1%
1,636
+12.1%
0.00%
-50.0%
Q3 2019$219,000
-24.0%
1,459
-24.8%
0.01%
-27.3%
Q2 2019$288,000
+35.8%
1,941
+35.0%
0.01%
+22.2%
Q1 2019$212,000
+44.2%
1,438
+28.6%
0.01%
+12.5%
Q4 2018$147,000
-56.8%
1,118
-44.9%
0.01%
-46.7%
Q3 2018$340,000
+116.6%
2,030
+111.9%
0.02%
+66.7%
Q2 2018$157,000
+13.8%
958
+2.6%
0.01%0.0%
Q1 2018$138,000
+15.0%
934
+19.9%
0.01%
+28.6%
Q4 2017$120,000
-54.2%
779
-55.9%
0.01%
-36.4%
Q3 2017$262,000
+187.9%
1,768
+170.3%
0.01%0.0%
Q2 2017$91,000
+51.7%
654
+52.8%
0.01%
+120.0%
Q4 2016$60,000
+20.0%
4280.0%0.01%
-16.7%
Q2 2016$50,000
+2.0%
4280.0%0.01%
+20.0%
Q1 2016$49,000
+250.0%
428
+242.4%
0.01%
+66.7%
Q1 2014$14,0001250.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders