CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 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
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 Q3 2020
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders