CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 105 filers reported holding ISHARES TR in Q2 2022. 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$939,055
-8.0%
15,833
-3.8%
0.00%0.0%
Q2 2023$1,020,415
+1.8%
16,453
-0.5%
0.00%0.0%
Q1 2023$1,002,230
-37.8%
16,533
-40.9%
0.00%
-50.0%
Q4 2022$1,610,817
-70.2%
27,951
-73.8%
0.01%
-74.2%
Q3 2022$5,398,000
-13.1%
106,589
-1.7%
0.03%
-22.5%
Q2 2022$6,214,000
-12.6%
108,400
-0.6%
0.04%
-13.0%
Q1 2022$7,112,000
-34.1%
109,056
-31.5%
0.05%
-37.8%
Q4 2021$10,787,000
+3.8%
159,104
-0.1%
0.07%
-14.0%
Q3 2021$10,390,000
-3.0%
159,184
+0.2%
0.09%
-14.0%
Q2 2021$10,709,000
-13.0%
158,869
-16.3%
0.10%
-24.8%
Q1 2021$12,316,000
+59.2%
189,871
+54.8%
0.13%
+30.4%
Q4 2020$7,737,000122,6200.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Vestmark Advisory Solutions, Inc. 493,204$32,191,0002.18%
Legacy Financial Advisors, Inc. 132,771$8,666,0002.12%
New Capital Management LP 22,441$1,462,0000.80%
Beacon Financial Advisory LLC 14,925$974,0000.51%
GHP Investment Advisors, Inc. 79,541$5,192,0000.41%
BRANDYWINE OAK PRIVATE WEALTH LLC 29,624$2,033,0000.24%
BERKSHIRE ASSET MANAGEMENT LLC/PA 41,872$2,733,0000.18%
Capital Advisors, Ltd. LLC 12,532$818,0000.15%
Capital Investment Advisors, LLC 54,027$3,526,0000.12%
Walkner Condon Financial Advisors LLC 3,516$230,0000.11%
View complete list of ISHARES TR shareholders