CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 125 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2021
NameSharesValueWeighting ↓
NewEdge Advisors, LLC 142,149$20,484,0003.24%
Ifrah Financial Services, Inc. 45,680$6,615,0002.63%
WBI INVESTMENTS, LLC 350,574$50,770,0001.94%
SFMG, LLC 60,944$8,826,0001.94%
LifePlan Financial Group, Inc 16,909$2,449,0001.68%
Cardan Capital Partners, LLC 32,789$4,749,0001.06%
Knowledge Leaders Capital, LLC 20,031$2,901,0000.97%
CUTLER INVESTMENT COUNSEL LLC 17,290$2,504,0000.68%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 35,129$5,087,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,642$672,0000.34%
View complete list of ISHARES TR shareholders