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 ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders