CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 2 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$253,000
+24.6%
9,905
+23.3%
0.00%0.0%
Q1 2020$203,000
-66.3%
8,034
-66.0%
0.00%
-60.0%
Q4 2019$603,00023,6100.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
LifeSteps Financial, Inc. 67,582$1,725,0001.63%
Gateway Advisory, LLC 233,885$5,969,0001.47%
Wealthquest Corp 159,118$4,060,0001.16%
Fusion Family Wealth LLC 194,809$4,972,0001.14%
Paulson Wealth Management Inc. 60,488$1,545,0001.09%
SENTINEL PENSION ADVISORS INC 53,698$1,370,0000.89%
Single Point Partners, LLC 41,166$1,051,0000.64%
ALTERNA WEALTH MANAGEMENT, INC 18,974$484,0000.54%
Royal Harbor Partners, LLC 21,477$548,0000.53%
Ferris Capital, LLC 56,269$1,436,0000.50%
View complete list of ISHARES TR shareholders