CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,685,323
+1.1%
36,337
+1.7%
0.01%
-14.3%
Q2 2023$1,666,620
-23.9%
35,734
-23.1%
0.01%
-30.0%
Q1 2023$2,190,615
-2.6%
46,456
-4.1%
0.01%
-9.1%
Q4 2022$2,249,359
+26.5%
48,436
+25.6%
0.01%
+10.0%
Q3 2022$1,778,000
+0.1%
38,567
+2.9%
0.01%
-9.1%
Q2 2022$1,777,000
-40.5%
37,492
-39.2%
0.01%
-42.1%
Q1 2022$2,986,000
+406.1%
61,615
+426.8%
0.02%
+375.0%
Q4 2021$590,000
-38.1%
11,697
-37.3%
0.00%
-50.0%
Q3 2021$953,000
+4.0%
18,659
+4.5%
0.01%
-11.1%
Q2 2021$916,000
+0.1%
17,858
+0.1%
0.01%
-10.0%
Q1 2021$915,000
+21.0%
17,845
+21.9%
0.01%0.0%
Q4 2020$756,000
+504.8%
14,636
+502.1%
0.01%
+400.0%
Q3 2020$125,000
-12.0%
2,431
-12.0%
0.00%0.0%
Q2 2020$142,000
+15.4%
2,762
+13.6%
0.00%
-33.3%
Q1 2020$123,0000.0%2,4310.0%0.00%
-25.0%
Q3 2019$123,0000.0%2,4310.0%0.00%
-20.0%
Q2 2019$123,000
+1.7%
2,4310.0%0.01%0.0%
Q1 2019$121,000
+1.7%
2,4310.0%0.01%
-16.7%
Q4 2018$119,000
-2.5%
2,431
-2.7%
0.01%
+20.0%
Q3 2018$122,000
+2.5%
2,498
+2.8%
0.01%
-28.6%
Q2 2018$119,000
-95.6%
2,431
-91.0%
0.01%
-98.5%
Q4 2013$2,703,00027,0000.46%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders