CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 99 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
Q3 2023$1,387,241
-1.0%
54,348
-1.1%
0.01%
-16.7%
Q2 2023$1,400,633
-70.6%
54,948
-70.7%
0.01%
-71.4%
Q1 2023$4,768,794
+103.9%
187,526
+103.2%
0.02%
+75.0%
Q4 2022$2,339,349
+9.3%
92,282
+8.8%
0.01%0.0%
Q3 2022$2,140,000
+437.7%
84,803
+443.0%
0.01%
+300.0%
Q2 2022$398,000
-16.0%
15,617
-16.1%
0.00%0.0%
Q1 2022$474,000
+91.1%
18,611
+94.5%
0.00%
+50.0%
Q4 2021$248,000
-0.4%
9,5710.0%0.00%0.0%
Q3 2021$249,000
+27.0%
9,571
+27.3%
0.00%0.0%
Q2 2021$196,000
-18.0%
7,517
-17.8%
0.00%
-33.3%
Q1 2021$239,000
-0.4%
9,144
-0.3%
0.00%0.0%
Q4 2020$240,000
+13.2%
9,168
+13.5%
0.00%
-25.0%
Q3 2020$212,000
+52.5%
8,074
+52.0%
0.00%
+100.0%
Q2 2020$139,000
+6.1%
5,311
+3.0%
0.00%
-33.3%
Q1 2020$131,000
-51.3%
5,155
-50.4%
0.00%
-25.0%
Q4 2019$269,00010,4000.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 110,227$2,782,0002.54%
Virginia National Bank 28,835$728,0002.32%
Praetorian Wealth Management, Inc. 199,766$5,042,0001.89%
SONATA CAPITAL GROUP INC 124,535$3,143,0001.73%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 96,841$2,447,0001.21%
Resonant Capital Advisors, LLC 309,091$7,801,0001.19%
SENTINEL PENSION ADVISORS INC 116,899$2,951,0001.03%
LEAVELL INVESTMENT MANAGEMENT, INC. 417,408$10,535,0000.84%
Gateway Advisory, LLC 116,651$2,944,0000.73%
W.H. Cornerstone Investments Inc. 26,341$665,0000.70%
View complete list of ISHARES TR shareholders