CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Virginia National Bank 27,275$695,2392.40%
Paradigm, Strategies in Wealth Management, LLC 109,762$2,797,8331.89%
SONATA CAPITAL GROUP INC 119,565$3,0481.58%
Waterford Advisors, LLC 99,985$2,5491.23%
Global Financial Private Client, LLC 92,508$2,354,3291.16%
Praetorian Wealth Management, Inc. 146,888$3,744,1751.16%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,266$1,434,2201.02%
Covington Investment Advisors Inc. 189,021$4,8180.99%
SENTINEL PENSION ADVISORS INC. 122,089$3,112,0430.75%
Source Financial Advisors LLC 82,380$2,099,8660.69%
View complete list of ISHARES TR shareholders