CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 100 filers reported holding ISHARES TR in Q1 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
Q2 2022$57,000
-64.8%
416
-58.0%
0.00%
-100.0%
Q1 2022$162,000
+125.0%
990
+138.0%
0.00%
Q4 2021$72,000
+4.3%
416
-1.7%
0.00%
-100.0%
Q3 2021$69,000
-1.4%
4230.0%0.00%0.0%
Q2 2021$70,000
+6.1%
4230.0%0.00%0.0%
Q1 2021$66,0004230.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Investure, LLC 330,815$39,752,00013.06%
BSW Wealth Partners 51,233$6,156,0002.37%
Rock Creek Group, LP 16,850$2,025,0000.96%
Stonehearth Capital Management, LLC 5,792$696,0000.51%
Mandatum Life Insurance Co Ltd 12,081$1,452,0000.29%
HOWARD FINANCIAL SERVICES, LTD. 2,621$315,0000.21%
Personal Wealth Partners 3,677$442,0000.20%
GOULD ASSET MANAGEMENT LLC /CA/ 4,320$519,0000.18%
RITHOLTZ WEALTH MANAGEMENT 8,592$1,032,0000.17%
Mascoma Wealth Management LLC 1,789$215,0000.14%
View complete list of ISHARES TR shareholders