CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders