CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 115 filers reported holding ISHARES TR in Q1 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 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 Q1 2021
NameSharesValueWeighting ↓
Fortis Advisors, LLC 95,674$4,386,0002.55%
Richard Bernstein Advisors LLC 1,453,145$94,063,0001.82%
Capricorn Fund Managers Ltd 80,160$5,189,0001.46%
Money Design Co.,Ltd. 370,550$11,956,9450.96%
Interchange Capital Partners, LLC 10,727$694,0000.70%
Intelligent Financial Strategies 11,771$762,0000.68%
Slow Capital, Inc. 49,032$3,174,0000.54%
ALTFEST L J & CO INC 31,959$2,069,0000.40%
Darrow Company, Inc. 6,463$418,0000.37%
RESOLUTE FINANCIAL, LLC 7,437$481,0000.36%
View complete list of ISHARES TR shareholders