CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 100 filers reported holding ISHARES TR in Q3 2020. 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$1,156,093
-0.9%
22,655
+3.4%
0.00%
-20.0%
Q2 2023$1,166,616
+2.3%
21,904
+2.8%
0.01%0.0%
Q1 2023$1,140,619
+23.4%
21,316
+20.9%
0.01%0.0%
Q4 2022$924,127
+453.4%
17,636
+455.6%
0.01%
+400.0%
Q2 2022$167,000
-26.1%
3,174
-23.6%
0.00%0.0%
Q1 2022$226,000
+22.8%
4,152
+30.8%
0.00%0.0%
Q4 2021$184,000
-14.8%
3,174
-15.0%
0.00%
-50.0%
Q3 2021$216,000
-0.9%
3,7340.0%0.00%0.0%
Q2 2021$218,000
+1.4%
3,7340.0%0.00%0.0%
Q1 2021$215,000
-1.4%
3,7340.0%0.00%
-33.3%
Q4 2020$218,000
+1.4%
3,7340.0%0.00%
-25.0%
Q3 2020$215,0000.0%3,7340.0%0.00%0.0%
Q2 2020$215,000
+4.9%
3,7340.0%0.00%
-20.0%
Q1 2020$205,0003,7340.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 82,725$4,426,6151.43%
James J. Burns & Company, LLC 99,606$5,3301.37%
NBT BANK N A /NY 169,770$9,084,3931.33%
Israel Discount Bank of New York 26,410$1,413,1991.06%
Conrad Siegel Investment Advisors, Inc. 19,482$1,042,5020.92%
ETFIDEA, LLC 37,315$1,996,7260.87%
Level Financial Advisors 23,200$1,241,4320.74%
MYECFO, LLC 17,390$930,5390.70%
ARROW FINANCIAL CORP 84,139$4,502,2780.59%
ALESCO ADVISORS LLC 253,821$13,581,9620.50%
View complete list of ISHARES TR shareholders