CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$0
-100.0%
5
-98.3%
0.00%
Q4 2021$26,000
+225.0%
291
+219.8%
0.00%
Q3 2021$8,000
+700.0%
91
+550.0%
0.00%
Q2 2021$1,000140.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pathway Financial Advisors LLC 123,927$10,851,0003.87%
SINECERA CAPITAL, LLC 42,911$3,844,0003.73%
BEAM WEALTH ADVISORS, INC. 13,487$1,220,0001.40%
Richard Bernstein Advisors LLC 497,794$45,030,0000.87%
Wealth Advisors of Tampa Bay, LLC 29,240$2,645,0000.65%
Blue Edge Capital, LLC 27,960$2,529,262,0000.49%
Sunflower Bank, N.A. 38,839$3,513,0000.47%
Interchange Capital Partners, LLC 3,835$346,0000.35%
First Bancorp, Inc /ME/ 4,248$384,0000.34%
Ameritas Advisory Services, LLC 68,604$6,206,0000.23%
View complete list of ISHARES TR shareholders