CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. 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
Q3 2023$3,846,116
-11.6%
34,816
-11.7%
0.02%
-11.8%
Q2 2023$4,352,451
-32.2%
39,407
-32.2%
0.02%
-39.3%
Q1 2023$6,420,976
-31.3%
58,108
-31.7%
0.03%
-40.4%
Q4 2022$9,351,868
+160.5%
85,079
+160.7%
0.05%
+123.8%
Q3 2022$3,590,000
+622.3%
32,640
+623.7%
0.02%
+600.0%
Q2 2022$497,000
+8.8%
4,510
+8.7%
0.00%0.0%
Q1 2022$457,000
-6.5%
4,149
-6.4%
0.00%0.0%
Q4 2021$489,000
+22.6%
4,431
+22.5%
0.00%0.0%
Q3 2021$399,000
-0.7%
3,616
-0.6%
0.00%
-25.0%
Q2 2021$402,0000.0%3,6360.0%0.00%0.0%
Q1 2021$402,000
+0.5%
3,636
+0.5%
0.00%
-20.0%
Q4 2020$400,000
+11.7%
3,618
+11.8%
0.01%
-16.7%
Q3 2020$358,000
-15.6%
3,237
-15.5%
0.01%
-14.3%
Q2 2020$424,000
+480.8%
3,832
+484.1%
0.01%
+250.0%
Q1 2020$73,000
-42.1%
656
-42.6%
0.00%
-50.0%
Q3 2019$126,000
+2.4%
1,143
+3.0%
0.00%
-20.0%
Q2 2019$123,000
-4.7%
1,110
-5.0%
0.01%0.0%
Q1 2019$129,000
-18.9%
1,169
-19.0%
0.01%
-44.4%
Q4 2018$159,000
-5.9%
1,444
-5.9%
0.01%
+12.5%
Q3 2018$169,0000.0%1,5340.0%0.01%
-11.1%
Q2 2018$169,000
-2.3%
1,534
-1.9%
0.01%
-18.2%
Q1 2018$173,000
+116.2%
1,564
+116.0%
0.01%
+120.0%
Q4 2017$80,000
-67.3%
724
-67.5%
0.01%
-50.0%
Q3 2017$245,0002,2290.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders