CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,597,775
-19.8%
37,578
-15.4%
0.01%
-23.1%
Q2 2023$3,239,397
-25.0%
44,418
-26.2%
0.01%
-31.6%
Q1 2023$4,321,643
+43.8%
60,157
+31.6%
0.02%
+26.7%
Q4 2022$3,006,037
-6.3%
45,726
-20.0%
0.02%
-21.1%
Q3 2022$3,209,000
-25.6%
57,173
-16.9%
0.02%
-32.1%
Q2 2022$4,315,000
-22.3%
68,762
-8.7%
0.03%
-22.2%
Q1 2022$5,551,000
-52.6%
75,286
-48.9%
0.04%
-55.0%
Q4 2021$11,714,000
-50.4%
147,205
-51.2%
0.08%
-59.2%
Q3 2021$23,630,000
+1897.5%
301,484
+1914.7%
0.20%
+1681.8%
Q2 2021$1,183,000
+57.5%
14,964
+51.3%
0.01%
+37.5%
Q1 2021$751,000
+229.4%
9,892
+216.6%
0.01%
+166.7%
Q4 2020$228,000
+15.2%
3,124
+0.7%
0.00%0.0%
Q3 2020$198,000
+92.2%
3,103
+84.0%
0.00%
+50.0%
Q2 2020$103,000
+87.3%
1,686
+56.7%
0.00%
+100.0%
Q1 2020$55,000
-77.7%
1,076
-69.8%
0.00%
-75.0%
Q4 2019$247,000
+425.5%
3,562
+381.4%
0.00%
+100.0%
Q3 2019$47,000
-2.1%
7400.0%0.00%0.0%
Q2 2019$48,000
+4.3%
740
+1.8%
0.00%0.0%
Q1 2019$46,0007270.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders