CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 2022
NameSharesValueWeighting ↓
Wharton Business Group, LLC 305,905$8,072,0000.55%
Wealthcare Advisory Partners LLC 175,867$4,641,0000.26%
TCG Advisory Services, LLC 24,545$648,0000.20%
Mayflower Financial Advisors, LLC 23,353$616,0000.10%
Opes Wealth Management LLC 7,595$200,0000.08%
Apollon Wealth Management, LLC 30,560$806,0000.07%
L. Roy Papp & Associates, LLP 16,230$428,0000.06%
Stonehage Fleming Financial Services Holdings Ltd 30,000$791,0000.06%
BAKER TILLY WEALTH MANAGEMENT, LLC 16,020$423,0000.06%
Westside Investment Management, Inc. 1,050$21,212,0000.05%
View complete list of ISHARES TR shareholders