CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 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
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 Q4 2021
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders