CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 289 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$126,000
-83.2%
2,356
-79.6%
0.00%
-80.0%
Q1 2022$748,000
+51.4%
11,565
+58.3%
0.01%
+66.7%
Q4 2021$494,000
+22.6%
7,305
+6.4%
0.00%0.0%
Q3 2021$403,000
+1915.0%
6,866
+1890.1%
0.00%
Q2 2021$20,000
+11.1%
3450.0%0.00%
Q1 2021$18,000
-5.3%
345
-12.9%
0.00%
Q4 2020$19,000
-94.6%
396
-95.0%
0.00%
-100.0%
Q2 2020$352,000
+13.9%
7,904
-7.0%
0.01%
-14.3%
Q1 2020$309,000
-76.6%
8,496
-65.5%
0.01%
-66.7%
Q4 2019$1,322,000
-33.8%
24,630
-31.5%
0.02%
-70.0%
Q3 2019$1,997,000
+12.3%
35,947
+5.1%
0.07%
+6.1%
Q2 2019$1,779,000
-4.2%
34,202
-4.7%
0.07%
-12.0%
Q1 2019$1,857,000
+383.6%
35,897
+318.8%
0.08%
+257.1%
Q4 2018$384,000
-70.5%
8,572
-66.9%
0.02%
-63.8%
Q3 2018$1,302,00025,8810.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,061$1,530,0000.46%
1834 INVESTMENT ADVISORS CO 14,872$649,0000.18%
Regal Investment Advisors LLC 8,526$372,0000.13%
AlphaMark Advisors, LLC 4,925$215,0000.13%
Kessler Investment Group, LLC 1,145$50,0000.09%
Ground Swell Capital, LLC 976$43,0000.08%
ATHERTON LANE ADVISERS, LLC 33,232$1,450,0000.08%
SG Americas Securities, LLC 83,627$3,649,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 480$21,0000.01%
LPL Financial LLC 29,242$1,276,0000.01%
View complete list of ISHARES TR shareholders