CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 120 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders