CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 246 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$317,571
-2.6%
6,340
-1.5%
0.00%0.0%
Q1 2023$325,946
-2.9%
6,434
-5.9%
0.00%
-50.0%
Q4 2022$335,667
+17.4%
6,835
+14.7%
0.00%0.0%
Q3 2022$286,000
-2.1%
5,958
+4.0%
0.00%0.0%
Q2 2022$292,000
-8.5%
5,730
-1.2%
0.00%0.0%
Q1 2022$319,000
-7.5%
5,799
+0.5%
0.00%0.0%
Q4 2021$345,000
-5.7%
5,772
-5.3%
0.00%
-33.3%
Q3 2021$366,000
-1.3%
6,098
-0.3%
0.00%0.0%
Q2 2021$371,000
-2.1%
6,117
-4.7%
0.00%
-25.0%
Q1 2021$379,000
+101.6%
6,417
+111.6%
0.00%
+100.0%
Q4 2020$188,000
+2.2%
3,032
+0.1%
0.00%
-33.3%
Q3 2020$184,0000.0%3,0300.0%0.00%0.0%
Q2 2020$184,000
+9.5%
3,0300.0%0.00%
-25.0%
Q1 2020$168,000
+380.0%
3,030
+405.0%
0.00%
+300.0%
Q3 2019$35,000
+2.9%
6000.0%0.00%0.0%
Q2 2019$34,000
+3.0%
6000.0%0.00%0.0%
Q1 2019$33,000
+3.1%
6000.0%0.00%
-50.0%
Q4 2018$32,0000.0%6000.0%0.00%
+100.0%
Q3 2018$32,000
-3.0%
600
+96.7%
0.00%
-50.0%
Q2 2018$33,0000.0%305
+1.7%
0.00%0.0%
Q1 2018$33,000
-2.9%
3000.0%0.00%0.0%
Q4 2017$34,000
-49.3%
300
-50.0%
0.00%
-33.3%
Q3 2017$67,000
+97.1%
600
+100.0%
0.00%
-25.0%
Q2 2017$34,000
+25.9%
300
+20.0%
0.00%
-42.9%
Q3 2013$27,0002500.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders