CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 157 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$9,714,000
-2.9%
392,808
-2.7%
0.08%
-12.9%
Q2 2021$10,003,000
+3.6%
403,674
+3.9%
0.09%
-11.4%
Q1 2021$9,657,000
+14.7%
388,626
+15.0%
0.10%
-6.2%
Q4 2020$8,421,000
+105.4%
338,048
+106.7%
0.11%
+64.7%
Q3 2020$4,099,000
-32.8%
163,549
-32.5%
0.07%
-32.0%
Q2 2020$6,099,000
+13.6%
242,428
+11.4%
0.10%
-15.3%
Q1 2020$5,369,000
+58.3%
217,688
+60.2%
0.12%
+118.5%
Q4 2019$3,391,000
+105.9%
135,844
+106.2%
0.05%
-6.9%
Q3 2019$1,647,000
+551.0%
65,879
+548.4%
0.06%
+544.4%
Q2 2019$253,000
+1481.2%
10,161
+1463.2%
0.01%
+800.0%
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
-50.0%
650
-50.0%
0.00%0.0%
Q3 2017$32,0001,3000.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Guidant Wealth Advisors 189,434$4,724,0002.44%
CORDA Investment Management, LLC. 624,210$15,599,0002.22%
CAPITAL ADVISORS INC/OK 1,339,605$33,477,0002.09%
Day & Ennis, LLC 92,396$2,309,0001.99%
Trust Co 155,007$3,874,0001.79%
Gateway Advisory, LLC 214,647$5,364,0001.66%
Timber Creek Capital Management LLC 134,704$3,366,0001.29%
Hugh Johnson Advisors LLC 77,642$1,940,0000.62%
Patriot Financial Group Insurance Agency, LLC 22,965$573,0000.60%
Lenox Wealth Management, Inc. 49,064$1,226,0000.50%
View complete list of ISHARES TR shareholders