CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

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 Q1 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders