CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 179 filers reported holding ISHARES TR in Q1 2022. 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
Q2 2024$23,707,676
+16.1%
953,647
+15.8%
0.08%
+1.3%
Q1 2024$20,426,051
+15.2%
823,299
+15.0%
0.08%
+23.0%
Q4 2023$17,727,467
+141.3%
715,972
+137.5%
0.06%
+117.9%
Q3 2023$7,347,857
+3.1%
301,512
+3.1%
0.03%0.0%
Q2 2023$7,129,867
+9.9%
292,447
+10.6%
0.03%
-3.4%
Q1 2023$6,487,532
+56.5%
264,473
+55.2%
0.03%
+38.1%
Q4 2022$4,144,346
+237.2%
170,409
+234.7%
0.02%
+200.0%
Q3 2022$1,229,000
+0.9%
50,913
+3.3%
0.01%
-12.5%
Q2 2022$1,218,000
+7.5%
49,309
+9.9%
0.01%
+14.3%
Q1 2022$1,133,000
-1.7%
44,877
+2.8%
0.01%
-12.5%
Q4 2021$1,153,000
-2.1%
43,639
-0.6%
0.01%
-20.0%
Q3 2021$1,178,000
-8.5%
43,893
-8.0%
0.01%
-16.7%
Q2 2021$1,288,000
+3.9%
47,735
+3.3%
0.01%
-7.7%
Q1 2021$1,240,000
+23.1%
46,220
+25.6%
0.01%0.0%
Q4 2020$1,007,000
+4.5%
36,787
+3.7%
0.01%
-18.8%
Q3 2020$964,000
+15.9%
35,484
+15.2%
0.02%
+14.3%
Q2 2020$832,000
+58.8%
30,801
+45.6%
0.01%
+16.7%
Q1 2020$524,000
-5.1%
21,159
-0.4%
0.01%
+33.3%
Q4 2019$552,00021,2470.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 326,446$8,466,0004.07%
PFG Private Wealth Management, LLC 114,473$2,969,0002.65%
RVW Wealth, LLC 379,614$9,847,0002.15%
Signature Wealth Management Group 115,898$3,006,0001.90%
Gateway Advisory, LLC 281,776$7,309,0001.80%
Aptus Capital Advisors, LLC 967,675$25,101,0001.78%
Day & Ennis, LLC 122,090$3,167,0001.55%
Motley Fool Wealth Management, LLC 966,477$25,070,0001.50%
Capital Investment Advisors, LLC 1,074,360$28,016,0001.35%
SIGMA INVESTMENT COUNSELORS INC 437,341$11,345,0001.19%
View complete list of ISHARES TR shareholders