CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 109 filers reported holding ISHARES TR in Q3 2020. 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 2022$57,000
-9.5%
992
-2.1%
0.00%
Q1 2022$63,0000.0%1,013
+4.4%
0.00%
Q4 2021$63,000
+8.6%
9700.0%0.00%
Q3 2021$58,000
-1.7%
9700.0%0.00%
-100.0%
Q2 2021$59,000
+5.4%
9700.0%0.00%0.0%
Q1 2021$56,000
+5500.0%
970
+3941.7%
0.00%
Q4 2020$1,0000.0%240.0%0.00%
Q3 2020$1,0000.0%240.0%0.00%
Q2 2020$1,000
-97.2%
24
-96.3%
0.00%
-100.0%
Q3 2019$36,000
+5.9%
6500.0%0.00%0.0%
Q2 2019$34,0000.0%6500.0%0.00%0.0%
Q1 2019$34,0006500.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders