CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 54 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$604,434
-37.9%
8,015
-36.2%
0.00%
-50.0%
Q2 2023$972,574
-16.0%
12,562
-22.6%
0.00%
-20.0%
Q1 2023$1,157,205
+11.5%
16,239
+3.7%
0.01%0.0%
Q4 2022$1,038,122
+84.4%
15,656
+71.8%
0.01%
+66.7%
Q3 2022$563,000
-3.4%
9,111
+3.8%
0.00%
-25.0%
Q2 2022$583,000
-14.4%
8,775
+2.1%
0.00%0.0%
Q1 2022$681,000
+5.4%
8,594
+12.3%
0.00%0.0%
Q4 2021$646,000
+14.5%
7,653
+2.4%
0.00%
-20.0%
Q3 2021$564,000
-1.9%
7,475
-2.3%
0.01%0.0%
Q2 2021$575,000
+44.8%
7,652
+33.7%
0.01%
+25.0%
Q1 2021$397,0005,7250.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 30,241,405$2,095,427,00024.44%
Bank of Italy 6,282,081$435,160,00019.83%
True Link Financial Advisors, LLC 161,284$11,175,0001.62%
FUKOKU MUTUAL LIFE INSURANCE Co 128,000$8,867,0000.85%
FIRETHORN WEALTH PARTNERS, LLC 11,924$826,0000.77%
BLUESTEM FINANCIAL ADVISORS, LLC 10,545$731,0000.52%
Kalos Management, Inc. 8,210$594,0000.18%
PRIVATE CAPITAL MANAGEMENT LLC 4,766$330,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,888$3,387,0000.16%
KB FINANCIAL PARTNERS, LLC 5,129$355,0000.15%
View complete list of ISHARES TR shareholders