CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 116 filers reported holding ISHARES TR in Q3 2020. 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 2021$108,000
-31.2%
4,218
-31.0%
0.00%0.0%
Q2 2021$157,000
-24.2%
6,109
-24.2%
0.00%
-50.0%
Q1 2021$207,000
+0.5%
8,060
+0.7%
0.00%
-33.3%
Q4 2020$206,000
-0.5%
8,0020.0%0.00%0.0%
Q3 2020$207,000
+14.4%
8,002
+14.3%
0.00%0.0%
Q2 2020$181,000
+1.7%
7,0020.0%0.00%
-25.0%
Q1 2020$178,000
-69.0%
7,002
-68.6%
0.00%
-55.6%
Q4 2019$575,00022,3050.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 241,997$6,123,0001.61%
Fieldpoint Private Securities, LLC 61,700$1,561,0000.59%
Roof Eidam Maycock Peralta, LLC 44,685$1,131,0000.51%
LEAVELL INVESTMENT MANAGEMENT, INC. 159,932$4,046,0000.44%
Paulson Wealth Management Inc. 16,237$409,0000.37%
Asset Dedication, LLC 33,876$857,0000.32%
ETF Portfolio Partners, Inc. 20,093$508,0000.31%
MANAGED ACCOUNT SERVICES INC 18,440$465,0000.30%
Denver PWM, LLC 13,481$340,0000.26%
Carnegie Capital Asset Management, LLC 111,883$2,829,0000.23%
View complete list of ISHARES TR shareholders