CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 61 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,802,801
+26.5%
274,639
+27.2%
0.02%
+10.0%
Q1 2024$5,379,197
+43.5%
215,989
+44.5%
0.02%
+53.8%
Q4 2023$3,749,097
+201.5%
149,426
+188.8%
0.01%
+160.0%
Q3 2023$1,243,311
-3.9%
51,740
-2.0%
0.01%0.0%
Q2 2023$1,293,402
-4.0%
52,792
-2.3%
0.01%
-16.7%
Q1 2023$1,347,631
+3.2%
54,035
+0.5%
0.01%
-14.3%
Q4 2022$1,306,462
-63.5%
53,786
-64.3%
0.01%
-66.7%
Q3 2022$3,582,000
-8.4%
150,564
-3.9%
0.02%
-16.0%
Q2 2022$3,912,000
+9.4%
156,722
+15.4%
0.02%
+8.7%
Q1 2022$3,577,000
-6.2%
135,791
+0.8%
0.02%
-11.5%
Q4 2021$3,814,000
+10.5%
134,779
+11.8%
0.03%
-10.3%
Q3 2021$3,452,000
-12.3%
120,501
-11.6%
0.03%
-21.6%
Q2 2021$3,938,000
-20.1%
136,256
-21.7%
0.04%
-30.2%
Q1 2021$4,926,000
-0.8%
173,944
+3.5%
0.05%
-19.7%
Q4 2020$4,966,000
+15.8%
168,040
+14.5%
0.07%
-7.0%
Q3 2020$4,288,000
+3.9%
146,814
+3.0%
0.07%
+4.4%
Q2 2020$4,128,000
+849.0%
142,582
+750.0%
0.07%
+580.0%
Q1 2020$435,000
-7.2%
16,775
-0.8%
0.01%
+42.9%
Q4 2019$469,00016,9030.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 173,278$5,041,0004.39%
BRANDYWINE OAK PRIVATE WEALTH LLC 463,709$13,489,0002.26%
Signature Wealth Management Group 76,946$2,238,0001.61%
Motley Fool Wealth Management, LLC 523,828$15,238,0000.79%
Peloton Wealth Strategists 48,000$1,396,0000.78%
Timber Creek Capital Management LLC 39,755$1,156,0000.64%
Capital Investment Advisors, LLC 331,345$9,639,0000.46%
Avestar Capital, LLC 41,955$1,223,0000.40%
Wealth Advisory Solutions, LLC 44,547$1,296,0000.34%
Sandy Spring Bank 118,915$3,459,0000.24%
View complete list of ISHARES TR shareholders