CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 161 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,964,220
-1.2%
26,267
-3.0%
0.01%
-14.3%
Q1 2024$1,988,838
-4.9%
27,074
-10.6%
0.01%0.0%
Q4 2023$2,091,879
+16.0%
30,295
+6.7%
0.01%0.0%
Q3 2023$1,802,845
+1.7%
28,396
+6.3%
0.01%0.0%
Q2 2023$1,771,922
+8.7%
26,710
+4.2%
0.01%0.0%
Q1 2023$1,629,481
+5.8%
25,625
-0.6%
0.01%
-12.5%
Q4 2022$1,540,044
+4.6%
25,775
-3.0%
0.01%
-11.1%
Q3 2022$1,473,000
+94.8%
26,573
+110.5%
0.01%
+80.0%
Q2 2022$756,000
-44.2%
12,622
-35.8%
0.01%
-44.4%
Q1 2022$1,356,000
+29.4%
19,671
+36.7%
0.01%
+28.6%
Q4 2021$1,048,000
-0.8%
14,386
-4.9%
0.01%
-22.2%
Q3 2021$1,056,000
+0.7%
15,132
+1.9%
0.01%
-10.0%
Q2 2021$1,049,000
+3.2%
14,848
-2.2%
0.01%
-9.1%
Q1 2021$1,016,000
-2.3%
15,183
-6.3%
0.01%
-21.4%
Q4 2020$1,040,000
+52.7%
16,207
+38.7%
0.01%
+27.3%
Q3 2020$681,000
-56.4%
11,684
-58.9%
0.01%
-57.7%
Q2 2020$1,563,000
+118.0%
28,425
+82.4%
0.03%
+62.5%
Q1 2020$717,000
-90.3%
15,581
-87.7%
0.02%
-86.3%
Q4 2019$7,426,000
+2.5%
126,992
-3.7%
0.12%
-53.9%
Q3 2019$7,243,000
+3.6%
131,883
+4.0%
0.25%
-1.9%
Q2 2019$6,992,000
+4.1%
126,781
+1.1%
0.26%
-5.1%
Q1 2019$6,714,000
+209.7%
125,441
+182.7%
0.27%
+135.3%
Q4 2018$2,168,00044,3720.12%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 182,968$9,789,0004.22%
Legacy Financial Strategies, LLC 53,416$2,858,0002.79%
MARINO, STRAM & ASSOCIATES LLC 51,334$2,746,0002.54%
Madrona Financial Services, LLC 56,503$3,023,0002.41%
PATTON ALBERTSON MILLER GROUP, LLC 71,701$3,836,0001.72%
NORTHWEST WEALTH MANAGEMENT, LLC 31,245$1,671,0001.24%
Shakespeare Wealth Management, LLC 25,900$1,386,0001.20%
Archford Capital Strategies, LLC 49,031$2,743,0001.14%
LBMC INVESTMENT ADVISORS, LLC 120,839$6,465,0001.12%
Canal Capital Management, LLC 26,251$1,404,0000.81%
View complete list of ISHARES TR shareholders