CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 90 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$31,000
-26.2%
631
-11.3%
0.00%
Q1 2022$42,000
-34.4%
711
-31.7%
0.00%
Q4 2021$64,000
+204.8%
1,041
+205.3%
0.00%
Q3 2021$21,000
+75.0%
341
+61.6%
0.00%
Q2 2021$12,0000.0%2110.0%0.00%
Q1 2021$12,000
+20.0%
2110.0%0.00%
Q4 2020$10,000
+42.9%
2110.0%0.00%
Q3 2020$7,0000.0%2110.0%0.00%
Q2 2020$7,0002110.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders