CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$305,566
-18.9%
1,242
-15.7%
0.00%0.0%
Q2 2023$376,956
+3.5%
1,474
+0.1%
0.00%
-50.0%
Q1 2023$364,230
+28.7%
1,473
+39.2%
0.00%
+100.0%
Q4 2022$283,089
+0.0%
1,058
-4.3%
0.00%
-50.0%
Q3 2022$283,000
+54.6%
1,106
+54.3%
0.00%
+100.0%
Q2 2022$183,000
-11.6%
717
-2.0%
0.00%0.0%
Q1 2022$207,000
-2.4%
7320.0%0.00%0.0%
Q4 2021$212,000
+13.4%
7320.0%0.00%
-50.0%
Q3 2021$187,000
+52.0%
732
+59.1%
0.00%
+100.0%
Q2 2021$123,000
+6.0%
4600.0%0.00%0.0%
Q1 2021$116,000
+7.4%
4600.0%0.00%0.0%
Q4 2020$108,000
+16.1%
4600.0%0.00%
-50.0%
Q3 2020$93,000
+3.3%
4600.0%0.00%
+100.0%
Q2 2020$90,000
+32.4%
460
+8.2%
0.00%0.0%
Q1 2020$68,000
-1.4%
4250.0%0.00%
-50.0%
Q3 2019$69,000
-5.5%
4250.0%0.00%
-33.3%
Q2 2019$73,000
-23.2%
425
-24.5%
0.00%
-25.0%
Q1 2019$95,000
+30.1%
563
+32.5%
0.00%0.0%
Q4 2018$73,000
-14.1%
4250.0%0.00%0.0%
Q3 2018$85,000
+13.3%
4250.0%0.00%0.0%
Q2 2018$75,000
+13.6%
4250.0%0.00%0.0%
Q1 2018$66,000
-1.5%
4250.0%0.00%0.0%
Q4 2017$67,000
-48.9%
425
-50.0%
0.00%
-33.3%
Q3 2017$131,000
+107.9%
850
+100.0%
0.01%
-25.0%
Q2 2017$63,000
+215.0%
425
+116.8%
0.01%
+60.0%
Q2 2014$20,0001960.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders