CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 135 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 78,739$2,019,0001.82%
Gateway Advisory, LLC 198,261$5,083,0001.08%
SENTINEL PENSION ADVISORS INC 90,640$2,324,0000.81%
LEAVELL INVESTMENT MANAGEMENT, INC. 366,972$9,437,0000.77%
Stonebridge Capital Advisors LLC 430,091$11,043,0000.70%
SONATA CAPITAL GROUP INC 57,973$1,486,0000.68%
Paulson Wealth Management Inc. 52,074$1,335,0000.65%
Paradiem, LLC 66,538$1,704,0000.53%
Praetorian Wealth Management, Inc. 57,853$1,483,0000.50%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 370,614$9,503,0000.39%
View complete list of ISHARES TR shareholders