CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 22 filers reported holding ISHARES TR in Q1 2020. 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 2024$394,553
+21.1%
15,770
+22.3%
0.00%0.0%
Q1 2024$325,798
+8.2%
12,893
+9.5%
0.00%0.0%
Q4 2023$301,190
-48.2%
11,770
-50.6%
0.00%
-50.0%
Q3 2023$581,613
-3.0%
23,8270.0%0.00%0.0%
Q2 2023$599,483
-22.0%
23,827
-20.6%
0.00%
-33.3%
Q1 2023$768,354
-9.2%
30,014
-11.0%
0.00%
-25.0%
Q4 2022$845,827
-58.4%
33,705
-59.9%
0.00%
-66.7%
Q3 2022$2,032,000
+8.1%
83,974
+11.8%
0.01%0.0%
Q2 2022$1,880,000
-53.5%
75,099
-52.7%
0.01%
-53.8%
Q1 2022$4,046,000
-16.4%
158,868
-10.5%
0.03%
-21.2%
Q4 2021$4,838,000
-0.5%
177,583
-0.6%
0.03%
-17.5%
Q3 2021$4,863,000
-7.0%
178,626
-6.3%
0.04%
-18.4%
Q2 2021$5,229,000
+4.1%
190,721
+3.1%
0.05%
-9.3%
Q1 2021$5,024,000
+16.5%
184,966
+18.4%
0.05%
-5.3%
Q4 2020$4,313,000
+7.2%
156,223
+6.0%
0.06%
-14.9%
Q3 2020$4,022,000
+0.6%
147,353
-0.1%
0.07%
+1.5%
Q2 2020$3,998,000
+364.9%
147,561
+340.8%
0.07%
+247.4%
Q1 2020$860,00033,4760.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 148,143$3,583,0001.34%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510,818$12,358,0000.53%
Royal Harbor Partners, LLC 21,624$523,0000.36%
Cornell Pochily Investment Advisors, Inc. 17,872$432,0000.19%
Signature Wealth Management Group 13,556$328,0000.17%
Peloton Wealth Strategists 12,000$290,0000.15%
Legacy Private Trust Co. 62,936$1,523,0000.14%
CONFLUENCE INVESTMENT MANAGEMENT LLC 254,405$6,155,0000.10%
WRAPMANAGER INC 12,127$293,0000.10%
Archford Capital Strategies, LLC 12,374$299,0000.08%
View complete list of ISHARES TR shareholders