CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. 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 2023$12,532,967
+2.7%
506,792
+2.2%
0.05%0.0%
Q2 2023$12,205,317
+7.0%
495,748
+6.8%
0.05%
-4.0%
Q1 2023$11,411,605
+40.8%
464,075
+39.9%
0.05%
+22.0%
Q4 2022$8,102,093
+132.2%
331,781
+131.5%
0.04%
+105.0%
Q3 2022$3,490,000
-10.4%
143,340
-8.9%
0.02%
-20.0%
Q2 2022$3,896,000
+1019.5%
157,398
+1033.7%
0.02%
+1150.0%
Q1 2022$348,000
-3.3%
13,8830.0%0.00%0.0%
Q4 2021$360,000
-1.4%
13,8830.0%0.00%
-33.3%
Q3 2021$365,000
-0.3%
13,8830.0%0.00%0.0%
Q2 2021$366,000
-7.6%
13,883
-7.5%
0.00%
-25.0%
Q1 2021$396,000
-28.0%
15,016
-27.4%
0.00%
-42.9%
Q4 2020$550,000
+73.5%
20,674
+72.3%
0.01%
+40.0%
Q3 2020$317,000
-8.6%
12,001
-8.6%
0.01%
-16.7%
Q2 2020$347,00013,1340.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders