CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$17,000
-19.0%
593
+1.0%
0.00%
Q1 2022$21,000
-4.5%
587
+0.5%
0.00%
Q4 2021$22,000
+4.8%
584
+2.8%
0.00%
Q3 2021$21,000
-25.0%
568
-21.3%
0.00%
-100.0%
Q3 2019$28,000
+3.7%
7220.0%0.00%0.0%
Q2 2019$27,000
-3.6%
7220.0%0.00%0.0%
Q1 2019$28,000
+12.0%
7220.0%0.00%0.0%
Q4 2018$25,0007220.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CPWM, LLC 207,804$7,697,0000.61%
Lester Murray Antman dba SimplyRich 21,514$802,0000.27%
Schoolcraft Capital LLC 15,767$587,4260.18%
CARDIFF PARK ADVISORS, LLC 22,693$845,0000.11%
SOA Wealth Advisors, LLC. 10,917$406,0000.10%
Equitable Holdings, Inc. 125,310$4,669,0000.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,769$960,0000.05%
Freedom Investment Management, Inc. 17,334$646,0000.05%
Sterling Investment Advisors, Ltd. 2,906$108,0000.03%
Rathbones Group PLC 61,687$2,298,0000.02%
View complete list of ISHARES TR shareholders