CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders