CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 39 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,263,687
-5.0%
42,721
-0.9%
0.01%0.0%
Q2 2023$1,329,944
-23.1%
43,110
-22.6%
0.01%
-37.5%
Q1 2023$1,730,450
-27.1%
55,673
-29.6%
0.01%
-33.3%
Q4 2022$2,372,160
-15.7%
79,072
-26.5%
0.01%
-25.0%
Q3 2022$2,815,000
-12.8%
107,566
-4.0%
0.02%
-23.8%
Q2 2022$3,228,000
-39.0%
112,043
-27.2%
0.02%
-38.2%
Q1 2022$5,288,000
-25.0%
153,935
-20.8%
0.03%
-29.2%
Q4 2021$7,054,000
-2.9%
194,368
-2.5%
0.05%
-20.0%
Q3 2021$7,262,000
-8.9%
199,357
-8.2%
0.06%
-18.9%
Q2 2021$7,970,000
-32.6%
217,097
-35.8%
0.07%
-42.2%
Q1 2021$11,828,000338,1360.13%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 723,168$18,925,0003.66%
Coulter & Justus Financial Services, LLC 98,004$2,565,0002.00%
ARGI Investment Services, LLC 1,003,290$26,256,0000.92%
CGN Advisors LLC 122,773$3,213,0000.81%
Beaird Harris Wealth Management, LLC 139,401$3,648,0000.80%
FINANCIAL MANAGEMENT NETWORK INC 58,212$1,617,0000.80%
RHS Financial, LLC 32,279$845,0000.75%
Klaas Financial Asset Advisors, LLC 93,035$2,435,0000.62%
SENTINEL PENSION ADVISORS INC 57,396$1,502,0000.52%
Bedel Financial Consulting, Inc. 65,093$1,853,0000.49%
View complete list of ISHARES TR shareholders