CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 176 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,948,148
+15.7%
104,574
+17.1%
0.02%0.0%
Q1 2024$5,139,965
-9.1%
89,329
-8.5%
0.02%0.0%
Q4 2023$5,656,761
-22.4%
97,631
-26.6%
0.02%
-32.1%
Q3 2023$7,292,783
-9.1%
132,983
-5.7%
0.03%
-12.5%
Q2 2023$8,027,160
-4.3%
140,951
-3.5%
0.03%
-13.5%
Q1 2023$8,386,406
-9.3%
146,054
-11.4%
0.04%
-21.3%
Q4 2022$9,251,408
+513.1%
164,880
+492.5%
0.05%
+422.2%
Q3 2022$1,509,000
-28.6%
27,827
-25.6%
0.01%
-35.7%
Q2 2022$2,112,000
-63.6%
37,411
-62.5%
0.01%
-63.2%
Q1 2022$5,801,000
+20.2%
99,716
+28.8%
0.04%
+15.2%
Q4 2021$4,827,000
+807.3%
77,435
+803.6%
0.03%
+725.0%
Q3 2021$532,000
+7.5%
8,570
+8.3%
0.00%
-20.0%
Q2 2021$495,000
+0.8%
7,913
+0.0%
0.01%0.0%
Q1 2021$491,000
-1.2%
7,9120.0%0.01%
-28.6%
Q4 2020$497,000
-4.8%
7,912
-5.5%
0.01%
-22.2%
Q3 2020$522,000
+0.8%
8,371
+0.3%
0.01%0.0%
Q2 2020$518,000
+5.1%
8,348
+0.5%
0.01%
-18.2%
Q1 2020$493,000
-2.4%
8,305
+0.8%
0.01%
+37.5%
Q4 2019$505,000
+1583.3%
8,243
+1582.2%
0.01%
+700.0%
Q3 2019$30,0000.0%490
+0.4%
0.00%0.0%
Q2 2019$30,000
+3.4%
488
+0.6%
0.00%0.0%
Q1 2019$29,0004850.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Pure Financial Advisors, LLC 59,410$7,019,0003.04%
Parkside Advisors LLC 32,987$3,871,0002.87%
NewFocus Financial Group, LLC 8,708$1,029,0000.72%
CAPRIN ASSET MANAGEMENT LLC /ADV 6,900$815,0000.70%
BANK OF STOCKTON 6,400$757,0000.44%
MILLIE CAPITAL MANAGEMENT, LLC 3,320$392,0000.41%
Winfield Associates, Inc. 5,013$592,0000.40%
Garde Capital, Inc. 8,241$974,0000.34%
Pictet North America Advisors SA 11,000$1,300,0000.30%
FCA CORP /TX 4,344$513,0000.30%
View complete list of ISHARES TR shareholders