CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 146 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$2,163,000
-52.8%
85,717
-52.6%
0.04%
-52.6%
Q2 2020$4,587,000
+4.3%
181,019
+3.4%
0.08%
-21.6%
Q1 2020$4,396,000
+32.1%
175,039
+33.0%
0.10%
+86.5%
Q4 2019$3,327,000
+58.3%
131,613
+58.9%
0.05%
-29.7%
Q3 2019$2,102,000
+383.2%
82,852
+382.9%
0.07%
+362.5%
Q2 2019$435,000
+2618.8%
17,158
+2539.7%
0.02%
+1500.0%
Q1 2019$16,0000.0%6500.0%0.00%0.0%
Q4 2018$16,0000.0%6500.0%0.00%0.0%
Q3 2018$16,0000.0%6500.0%0.00%0.0%
Q2 2018$16,0000.0%6500.0%0.00%0.0%
Q1 2018$16,0000.0%6500.0%0.00%0.0%
Q4 2017$16,000
-51.5%
650
-50.0%
0.00%0.0%
Q3 2017$33,0001,3000.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
TLWM 375,084$9,508,0005.47%
Tillar-Wenstrup Advisors, LLC 377,254$9,560,0005.38%
Fragasso Group Inc. 741,756$18,796,0003.72%
Guidant Wealth Advisors 349,563$8,858,0003.42%
Relative Value Partners Group, LLC 1,139,493$28,875,0003.02%
MV CAPITAL MANAGEMENT, INC. 514,333$13,033,0003.01%
BRANDYWINE OAK PRIVATE WEALTH LLC 552,928$14,011,0002.80%
Day & Ennis, LLC 199,960$5,067,0002.67%
CORDA Investment Management, LLC. 893,872$22,650,0002.46%
RVW Wealth, LLC 403,487$10,224,0002.44%
View complete list of ISHARES TR shareholders