CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 72 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders