CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 154 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,098,126
-8.6%
23,2950.0%0.00%
-20.0%
Q2 2023$1,200,857
-1.6%
23,2950.0%0.01%0.0%
Q1 2023$1,220,425
+5.2%
23,2950.0%0.01%
-16.7%
Q4 2022$1,159,859
+3766.2%
23,295
+4052.4%
0.01%
Q2 2022$30,000
+7.1%
561
+21.7%
0.00%
Q1 2022$28,000
+55.6%
461
+76.0%
0.00%
Q4 2021$18,0000.0%2620.0%0.00%
Q3 2021$18,000
+20.0%
262
+21.3%
0.00%
Q2 2021$15,000
-57.1%
216
-58.5%
0.00%
Q1 2021$35,0005200.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders