CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders