CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 304 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 27.80 and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,415,349
-5.2%
41,666
+4.3%
0.02%
-5.6%
Q2 2023$4,659,686
+10.6%
39,939
+9.1%
0.02%
-5.3%
Q1 2023$4,214,388
+53.0%
36,621
+48.7%
0.02%
+35.7%
Q4 2022$2,754,757
-27.9%
24,627
-41.2%
0.01%
-36.4%
Q3 2022$3,820,000
-5.3%
41,890
+3.0%
0.02%
-15.4%
Q2 2022$4,032,000
+231.6%
40,662
+270.5%
0.03%
+225.0%
Q1 2022$1,216,000
+213.4%
10,976
+191.1%
0.01%
+166.7%
Q4 2021$388,000
-8.1%
3,770
-6.9%
0.00%
-25.0%
Q3 2021$422,0000.0%4,049
+5.2%
0.00%0.0%
Q2 2021$422,000
+3.9%
3,849
-1.3%
0.00%0.0%
Q1 2021$406,000
+50.9%
3,901
+37.3%
0.00%0.0%
Q4 2020$269,000
+29.3%
2,841
+117.9%
0.00%
+33.3%
Q3 2020$208,000
-11.9%
1,304
-9.6%
0.00%
-25.0%
Q2 2020$236,000
+0.4%
1,443
-16.1%
0.00%
-20.0%
Q1 2020$235,000
-52.9%
1,720
-21.4%
0.01%
-37.5%
Q4 2019$499,000
+8.0%
2,187
+6.3%
0.01%
-50.0%
Q3 2019$462,000
+13.0%
2,057
+7.7%
0.02%
+6.7%
Q2 2019$409,000
+12.1%
1,910
+4.4%
0.02%0.0%
Q1 2019$365,000
+15.5%
1,8300.0%0.02%
-11.8%
Q4 2018$316,000
-20.6%
1,8300.0%0.02%
-5.6%
Q3 2018$398,000
+12.7%
1,8300.0%0.02%
-10.0%
Q2 2018$353,000
+4.1%
1,830
+5.2%
0.02%
-4.8%
Q1 2018$339,000
+76.6%
1,740
+70.6%
0.02%
+75.0%
Q4 2017$192,000
-50.9%
1,020
-49.9%
0.01%
-29.4%
Q3 2017$391,000
+3454.5%
2,035
+2807.1%
0.02%
+1600.0%
Q2 2017$11,000
-42.1%
70
-60.5%
0.00%
-75.0%
Q2 2014$19,0001770.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 28,405$2,961,0002.84%
ALTFEST L J & CO INC 56,006$5,838,0001.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,209$2,315,0001.01%
Game Plan Financial Advisors, LLC 14,771$1,540,0000.92%
BigSur Wealth Management LLC 18,750$1,955,0000.88%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,618,0000.84%
Family Legacy, Inc. 14,132$1,523,0000.68%
WESPAC Advisors SoCal, LLC 18,741$1,989,0000.65%
BCK CAPITAL MANAGEMENT LP 10,352$1,079,0000.64%
Joseph P. Lucia & Associates, LLC 10,056$1,048,0000.62%
View complete list of ISHARES TR shareholders