CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 196 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$761,254
+265.4%
17,585
+296.3%
0.00%
+200.0%
Q2 2023$208,317
-2.4%
4,437
-0.8%
0.00%0.0%
Q1 2023$213,362
+200.5%
4,473
+193.3%
0.00%
Q2 2022$71,000
-9.0%
1,5250.0%0.00%
-100.0%
Q1 2022$78,000
-28.4%
1,525
-33.7%
0.00%0.0%
Q4 2021$109,000
+2.8%
2,3000.0%0.00%0.0%
Q3 2021$106,000
+55.9%
2,300
+53.3%
0.00%0.0%
Q2 2021$68,000
-4.2%
1,500
-4.4%
0.00%0.0%
Q1 2021$71,000
+14.5%
1,569
+10.6%
0.00%0.0%
Q4 2020$62,000
+12.7%
1,4190.0%0.00%0.0%
Q3 2020$55,0000.0%1,4190.0%0.00%0.0%
Q2 2020$55,000
-29.5%
1,419
-15.0%
0.00%
-66.7%
Q3 2019$78,000
+1.3%
1,6690.0%0.00%0.0%
Q2 2019$77,000
+2.7%
1,6690.0%0.00%0.0%
Q1 2019$75,000
+19.0%
1,669
+4.7%
0.00%0.0%
Q4 2018$63,000
-6.0%
1,594
+0.1%
0.00%0.0%
Q3 2018$67,000
-1.5%
1,5930.0%0.00%
-25.0%
Q2 2018$68,000
+4.6%
1,593
+3.3%
0.00%0.0%
Q1 2018$65,000
-7.1%
1,5420.0%0.00%0.0%
Q4 2017$70,000
-48.5%
1,542
-50.0%
0.00%
-33.3%
Q3 2017$136,000
+100.0%
3,083
+100.1%
0.01%
-25.0%
Q2 2017$68,000
+33.3%
1,541
+17.2%
0.01%
+60.0%
Q4 2016$51,0001,3150.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders