CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 88 filers reported holding ISHARES TR in Q1 2021. 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
Q3 2023$210,995
-5.3%
5,673
+4.2%
0.00%0.0%
Q2 2023$222,771
+9.9%
5,445
+3.0%
0.00%0.0%
Q1 2023$202,756
+275.5%
5,286
+262.1%
0.00%
Q2 2022$54,000
-60.6%
1,460
-50.7%
0.00%
-100.0%
Q1 2022$137,000
-16.0%
2,960
-1.1%
0.00%0.0%
Q4 2021$163,000
+129.6%
2,994
+101.8%
0.00%0.0%
Q3 2021$71,000
-6.6%
1,484
-2.5%
0.00%0.0%
Q2 2021$76,000
+7500.0%
1,522
+5988.0%
0.00%
Q1 2021$1,000250.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders