CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 114 filers reported holding ISHARES TR in Q2 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
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 Q2 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders