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 249,432$9,471,0004.50%
Sandell Asset Management Corp. 35,000$1,329,0000.53%
TCG Advisors, LP 7,374$280,0000.16%
Archer Investment Corp 7,000$265,790,0000.15%
Wharton Business Group, LLC 17,950$682,0000.07%
Dynamic Advisor Solutions LLC 8,985$341,0000.05%
IHT Wealth Management, LLC 7,613$289,0000.04%
Sowell Financial Services LLC 16,231$616,0000.03%
JAMES INVESTMENT RESEARCH INC 5,627$214,0000.02%
THRIVENT FINANCIAL FOR LUTHERANS 233,647$6,278,0000.02%
View complete list of ISHARES TR shareholders