CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 77 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
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 Q1 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders