CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,669,881
-0.6%
57,129
+1.5%
0.01%
-16.7%
Q1 2024$1,680,201
+8.6%
56,307
+2.0%
0.01%
+20.0%
Q4 2023$1,546,639
+8.4%
55,1780.0%0.01%0.0%
Q3 2023$1,426,351
-7.6%
55,178
-4.2%
0.01%
-16.7%
Q2 2023$1,544,229
+23.9%
57,599
+22.4%
0.01%
+20.0%
Q1 2023$1,246,090
+7.7%
47,0400.0%0.01%
-16.7%
Q4 2022$1,157,222
+23.9%
47,040
+5.5%
0.01%
+20.0%
Q3 2022$934,000
-8.8%
44,606
+2.4%
0.01%
-28.6%
Q2 2022$1,024,000
-15.0%
43,5400.0%0.01%
-12.5%
Q1 2022$1,205,000
-5.7%
43,540
-1.2%
0.01%
-11.1%
Q4 2021$1,278,000
-21.5%
44,081
-21.4%
0.01%
-35.7%
Q3 2021$1,627,000
-30.5%
56,049
-28.1%
0.01%
-36.4%
Q2 2021$2,341,000
+9.1%
77,911
+4.2%
0.02%
-4.3%
Q1 2021$2,146,000
+2.7%
74,743
-3.4%
0.02%
-17.9%
Q4 2020$2,090,00077,3500.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc. 4,113,501$83,340,00011.14%
MERIDIAN MANAGEMENT CO 919,853$18,636,0008.98%
GFG Capital, LLC 447,002$9,056,0004.60%
Strategic Wealth Management Group, LLC 288,868$5,852,0004.36%
Clearwater Capital Advisors, LLC 970,020$19,653,0004.24%
BALASA DINVERNO & FOLTZ LLC 1,346,603$27,282,0003.43%
Orgel Wealth Management, LLC 356,068$7,214,0002.86%
Integrated Wealth Concepts LLC 1,513,663$30,667,0002.83%
RHS Financial, LLC 101,704$2,061,0002.76%
Well Done, LLC 401,397$8,132,0002.46%
View complete list of ISHARES TR shareholders