CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 142 filers reported holding ISHARES TR in Q1 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 2022$1,072,000
+280.1%
41,392
+280.7%
0.01%
+200.0%
Q2 2022$282,000
-20.3%
10,873
-20.4%
0.00%0.0%
Q1 2022$354,000
+210.5%
13,655
+211.9%
0.00%
+100.0%
Q4 2021$114,000
-18.6%
4,378
-18.1%
0.00%0.0%
Q3 2021$140,000
-57.7%
5,343
-57.7%
0.00%
-66.7%
Q2 2021$331,000
-28.0%
12,618
-27.7%
0.00%
-40.0%
Q1 2021$460,000
+2.0%
17,460
+2.0%
0.01%
-16.7%
Q4 2020$451,000
+13.0%
17,126
+13.6%
0.01%
-14.3%
Q3 2020$399,000
-6.3%
15,070
-6.5%
0.01%0.0%
Q2 2020$426,000
+56.0%
16,118
+51.7%
0.01%
+16.7%
Q1 2020$273,000
-53.2%
10,623
-52.3%
0.01%
-33.3%
Q4 2019$583,00022,2820.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 223,760$5,849,0001.98%
Fusion Family Wealth LLC 193,220$5,051,0001.34%
MANAGED ACCOUNT SERVICES INC 65,166$1,706,0000.85%
Paulson Wealth Management Inc. 42,844$1,120,0000.84%
SONATA CAPITAL GROUP INC 47,406$1,239,0000.84%
Ferris Capital, LLC 82,068$2,145,0000.77%
Guidant Wealth Advisors 72,935$1,907,0000.71%
ALTERNA WEALTH MANAGEMENT, INC 21,396$559,0000.66%
Fieldpoint Private Securities, LLC 61,850$1,617,0000.59%
AllSquare Wealth Management LLC 29,290$766,0000.57%
View complete list of ISHARES TR shareholders