CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 125 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,449,640
-4.8%
24,874
-0.1%
0.01%0.0%
Q2 2023$1,521,993
+8.8%
24,902
+7.7%
0.01%0.0%
Q1 2023$1,398,782
+9.1%
23,132
+1.0%
0.01%0.0%
Q4 2022$1,281,821
+61.6%
22,898
+39.5%
0.01%
+20.0%
Q3 2022$793,000
-7.4%
16,419
+3.1%
0.01%
-16.7%
Q2 2022$856,000
-16.2%
15,931
-0.7%
0.01%
-14.3%
Q1 2022$1,021,000
-10.0%
16,043
-4.4%
0.01%
-12.5%
Q4 2021$1,135,000
+0.6%
16,778
-0.6%
0.01%
-11.1%
Q3 2021$1,128,000
+30.9%
16,887
+32.2%
0.01%
+12.5%
Q2 2021$862,000
+0.6%
12,773
-3.7%
0.01%
-11.1%
Q1 2021$857,000
+4.6%
13,265
-0.2%
0.01%
-18.2%
Q4 2020$819,000
-1.2%
13,293
-13.0%
0.01%
-21.4%
Q3 2020$829,000
+3.4%
15,278
-2.3%
0.01%
+7.7%
Q2 2020$802,00015,6370.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders