CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q2 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders