CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 112 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 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 Q2 2021
NameSharesValueWeighting ↓
Slow Capital, Inc. 37,625$1,844,0000.94%
InterOcean Capital, LLC 77,025$3,775,0000.44%
Madden Advisory Services, Inc. 11,092$543,0000.34%
Affiance Financial, LLC 6,700$328,0000.25%
PFG Advisors 5,748$282,0000.25%
Perigon Wealth Management, LLC 15,228$746,0000.22%
IHT Wealth Management, LLC 16,715$819,0000.21%
PICTET BANK & TRUST Ltd 10,400$510,0000.17%
American Financial Network Advisory Services LLC 19$250,0000.14%
Hilltop Holdings Inc. 12,762$625,0000.13%
View complete list of ISHARES TR shareholders