CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 134 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$253,663
-32.6%
2,290
-30.3%
0.00%
-50.0%
Q1 2023$376,378
-48.1%
3,286
-51.0%
0.00%
-50.0%
Q4 2022$725,408
+47.4%
6,706
+48.5%
0.00%
+33.3%
Q3 2022$492,000
-1.4%
4,515
+8.7%
0.00%0.0%
Q2 2022$499,000
+49800.0%
4,153
+46044.4%
0.00%
Q1 2022$1,000
-90.0%
9
-86.8%
0.00%
Q4 2021$10,0000.0%680.0%0.00%
Q3 2021$10,000
+400.0%
68
+300.0%
0.00%
Q2 2021$2,000
-77.8%
17
-71.2%
0.00%
Q4 2020$9,000
-59.1%
59
-54.6%
0.00%
Q3 2020$22,0000.0%1300.0%0.00%
Q2 2020$22,000130
+4233.3%
0.00%
Q3 2019$030.0%0.00%
Q2 2019$030.0%0.00%
Q1 2019$030.0%0.00%
Q4 2018$030.0%0.00%
Q3 2018$030.0%0.00%
Q2 2018$030.0%0.00%
Q1 2018$030.0%0.00%
Q4 2017$030.0%0.00%
Q3 2017$030.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders