CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$625,055
-13.8%
6,404
-12.3%
0.00%
-33.3%
Q1 2023$724,702
-79.2%
7,303
-79.7%
0.00%
-83.3%
Q4 2022$3,484,664
-48.4%
35,939
-48.8%
0.02%
-53.8%
Q3 2022$6,751,000
-4.9%
70,241
+0.4%
0.04%
-15.2%
Q2 2022$7,097,000
+269.6%
69,967
+282.4%
0.05%
+283.3%
Q1 2022$1,920,000
+251.6%
18,299
+254.8%
0.01%
+200.0%
Q4 2021$546,000
+21.6%
5,158
+21.4%
0.00%0.0%
Q3 2021$449,000
+1147.2%
4,249
+1142.4%
0.00%
Q2 2021$36,0000.0%342
+0.3%
0.00%
Q1 2021$36,0000.0%3410.0%0.00%
Q4 2020$36,000
+24.1%
341
+24.5%
0.00%
Q3 2020$29,000
-17.1%
274
-19.4%
0.00%
-100.0%
Q2 2020$35,000
+250.0%
340
+226.9%
0.00%
Q3 2019$10,000
-72.2%
104
-71.3%
0.00%
-100.0%
Q2 2019$36,0000.0%362
+0.6%
0.00%0.0%
Q1 2019$36,000
+2.9%
3600.0%0.00%
-50.0%
Q4 2018$35,0000.0%360
+0.6%
0.00%0.0%
Q3 2018$35,0000.0%358
+1.1%
0.00%0.0%
Q2 2018$35,000
-74.3%
354
-74.0%
0.00%
-75.0%
Q1 2018$136,0001,3620.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders