CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 205 filers reported holding ISHARES TR in Q1 2019. 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
Q3 2023$988,697
-5.8%
10,989
-2.0%
0.00%0.0%
Q2 2023$1,050,002
-2.1%
11,213
-8.3%
0.00%
-20.0%
Q1 2023$1,072,701
+23.5%
12,222
+15.9%
0.01%
+25.0%
Q4 2022$868,346
-52.1%
10,548
-55.8%
0.00%
-63.6%
Q3 2022$1,812,000
-1.8%
23,866
+4.3%
0.01%
-8.3%
Q2 2022$1,846,000
+7.4%
22,874
+28.9%
0.01%
+9.1%
Q1 2022$1,719,000
-1.7%
17,746
+7.8%
0.01%
-8.3%
Q4 2021$1,749,000
+616.8%
16,458
+548.5%
0.01%
+500.0%
Q3 2021$244,000
+0.8%
2,5380.0%0.00%0.0%
Q2 2021$242,000
+7.1%
2,538
-1.4%
0.00%0.0%
Q1 2021$226,000
-17.5%
2,573
-22.8%
0.00%
-50.0%
Q4 2020$274,000
+11.4%
3,331
+100.1%
0.00%0.0%
Q3 2020$246,000
-7.5%
1,665
-16.0%
0.00%0.0%
Q2 2020$266,000
+27.9%
1,981
+0.1%
0.00%
-20.0%
Q1 2020$208,000
-26.8%
1,980
-5.8%
0.01%
+25.0%
Q4 2019$284,000
+2.5%
2,102
-6.2%
0.00%
-60.0%
Q3 2019$277,000
-10.6%
2,241
-12.0%
0.01%
-9.1%
Q2 2019$310,000
+17.9%
2,546
+14.6%
0.01%0.0%
Q1 2019$263,000
+155.3%
2,221
+122.1%
0.01%
+83.3%
Q4 2018$103,000
-14.2%
1,0000.0%0.01%
+20.0%
Q3 2018$120,000
+6.2%
1,0000.0%0.01%
-16.7%
Q2 2018$113,000
+162.8%
1,000
+150.0%
0.01%
+100.0%
Q1 2018$43,000
-51.7%
400
-50.0%
0.00%
-40.0%
Q4 2017$89,000
-33.6%
800
-35.5%
0.01%
-16.7%
Q3 2017$134,0001,2400.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders