CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 292 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders