CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 61 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q3 2021
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,773,801,00027.36%
Bank of Italy 6,282,081$417,067,00017.65%
SWISS RE LTD 409,155$27,164,0005.44%
Northland Capital Management LLC 40,427$2,684,0002.47%
RPg Family Wealth Advisory, LLC 57,774$3,836,0002.29%
55I, LLC 890,868$59,145,0001.66%
One Wealth Advisors, LLC 76,975$5,110,0001.37%
BLUESTEM FINANCIAL ADVISORS, LLC 26,891$1,785,0001.24%
Security Financial Services, INC. 57,198$3,797,0001.21%
First Ascent Asset Management, LLC 86,975$5,774,0001.09%
View complete list of ISHARES TR shareholders