CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,000
-99.4%
17
-99.6%
0.00%
-100.0%
Q1 2022$169,000
+1026.7%
4,488
+1044.9%
0.00%
Q3 2021$15,000
-6.2%
3920.0%0.00%
Q2 2021$16,000
+6.7%
3920.0%0.00%
Q1 2021$15,0000.0%3920.0%0.00%
Q4 2020$15,0000.0%3920.0%0.00%
Q3 2020$15,000
-91.7%
392
-92.1%
0.00%
-100.0%
Q2 2020$180,000
-22.7%
4,935
-22.7%
0.00%
-25.0%
Q4 2019$233,000
-10.7%
6,388
-12.9%
0.00%
-55.6%
Q3 2019$261,000
+6.1%
7,330
+5.5%
0.01%0.0%
Q2 2019$246,000
-6.1%
6,949
-8.6%
0.01%
-18.2%
Q1 2019$262,000
-25.8%
7,599
-29.2%
0.01%
-42.1%
Q4 2018$353,00010,7390.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Darwin Wealth Management, LLC 196,995$6,694,0003.70%
Madden Advisory Services, Inc. 165,044$5,608,0003.70%
Madrona Financial Services, LLC 59,888$2,035,0002.06%
Barber Financial Group, Inc. 177,525$6,032,0001.96%
Live Your Vision, LLC 111,479$3,824,0001.43%
Stonehearth Capital Management, LLC 30,901$1,050,0000.83%
M Holdings Securities, Inc. 50,850$1,728,0000.59%
Sargent Bickham Lagudis LLC 106,024$3,603,0000.46%
NORTHWEST WEALTH MANAGEMENT, LLC 12,052$410,0000.37%
Well Done, LLC 27,614$938,0000.33%
View complete list of ISHARES TR shareholders