CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$527,627
+2677.0%
5,271
+2828.3%
0.00%
Q2 2022$19,000
-17.4%
1800.0%0.00%
Q1 2022$23,000
-8.0%
1800.0%0.00%
Q4 2021$25,000
-3.8%
1800.0%0.00%
Q3 2021$26,000
+2500.0%
180
+2471.4%
0.00%
Q1 2021$1,000
-95.5%
7
-97.2%
0.00%
-100.0%
Q3 2019$22,000
-4.3%
2500.0%0.00%0.0%
Q2 2019$23,0000.0%2500.0%0.00%0.0%
Q1 2019$23,0002500.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders