CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,236,007
-1.5%
52,968
-0.9%
0.01%0.0%
Q2 2023$1,254,653
-4.9%
53,458
-3.9%
0.01%
-16.7%
Q1 2023$1,319,523
+2.1%
55,606
+0.5%
0.01%
-14.3%
Q4 2022$1,292,120
-77.1%
55,337
-77.3%
0.01%
-78.8%
Q3 2022$5,633,000
-3.2%
243,861
-0.3%
0.03%
-13.2%
Q2 2022$5,817,000
-22.9%
244,505
-20.1%
0.04%
-22.4%
Q1 2022$7,545,000
-4.5%
306,100
+1.0%
0.05%
-9.3%
Q4 2021$7,898,000
-3.6%
302,947
-2.0%
0.05%
-20.6%
Q3 2021$8,193,000
-0.6%
309,162
-0.2%
0.07%
-11.7%
Q2 2021$8,240,000
-20.4%
309,642
-21.2%
0.08%
-31.2%
Q1 2021$10,354,000
-1.0%
392,802
+1.8%
0.11%
-19.4%
Q4 2020$10,458,000
+5.6%
385,889
+4.5%
0.14%
-15.2%
Q3 2020$9,907,000
+0.7%
369,314
+0.2%
0.16%
+1.2%
Q2 2020$9,836,000
+23.3%
368,415
+12.3%
0.16%
-8.0%
Q1 2020$7,977,000
-2.5%
328,156
+2.3%
0.18%
+36.4%
Q4 2019$8,184,000320,7960.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 2,793,687$66,294,1906.14%
Keeler Thomas Management LLC 537,069$12,744,6395.99%
PFG Private Wealth Management, LLC 334,536$7,938,5395.05%
Foundation Wealth Management, LLC 157,551$3,738,6783.85%
Buffington Mohr McNeal 587,194$13,934,1103.19%
Platte River Wealth Advisors, LLC 302,173$7,170,5652.75%
Windsor Capital Management, LLC 333,180$7,906,3652.72%
Sound View Wealth Advisors Group, LLC 808,543$19,186,7352.63%
IRON Financial LLC 193,686$4,596,1752.52%
Peloton Wealth Strategists 227,625$5,4022.47%
View complete list of ISHARES TR shareholders