CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders