CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$79,000
-1.2%
7160.0%0.00%0.0%
Q1 2022$80,000
-4.8%
7160.0%0.00%0.0%
Q4 2021$84,000
+3.7%
716
+5.1%
0.00%0.0%
Q3 2021$81,000
+179.3%
681
+178.0%
0.00%
Q2 2021$29,000
+480.0%
245
+483.3%
0.00%
Q1 2018$5,0000.0%420.0%0.00%
Q4 2017$5,000
-50.0%
42
-50.0%
0.00%
Q3 2017$10,000
+100.0%
84
+100.0%
0.00%
-100.0%
Q2 2017$5,000
-72.2%
42
-73.6%
0.00%
-50.0%
Q1 2016$18,000
+28.6%
159
+27.2%
0.00%
+100.0%
Q4 2015$14,0001250.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders