CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 48 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
Q2 2022$41,000
-43.1%
1,402
-32.5%
0.00%
Q1 2022$72,000
-12.2%
2,077
+10.5%
0.00%
-100.0%
Q4 2021$82,000
+41.4%
1,880
+65.3%
0.00%
Q3 2021$58,000
+26.1%
1,137
+29.6%
0.00%
Q2 2021$46,000
+91.7%
877
+67.0%
0.00%
Q1 2021$24,0000.0%5250.0%0.00%
Q4 2020$24,000
+14.3%
5250.0%0.00%
Q3 2020$21,0005250.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 172,534$8,977,0003.42%
STRATEGIC WEALTH MANAGEMENT INC 40,772$2,121,0001.14%
Sharkey, Howes & Javer 64,027$3,331,0000.88%
Wharton Business Group, LLC 162,890$8,475,0000.66%
Congress Park Capital LLC 21,780$1,133,0000.57%
Wolf Group Capital Advisors 16,789$874,0000.47%
TCG Advisory Services, LLC 29,516$1,536,0000.41%
Wealthcare Advisory Partners LLC 109,762$5,711,0000.38%
BAKER TILLY WEALTH MANAGEMENT, LLC 22,450$1,168,0000.19%
Mayflower Financial Advisors, LLC 16,201$843,0000.12%
View complete list of ISHARES TR shareholders