CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 77 filers reported holding ISHARES TR in Q1 2021. 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
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 Q1 2021
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 120,844$3,183,0002.82%
PFG Private Wealth Management, LLC 182,410$4,805,0002.47%
Legacy CG, LLC 120,746$3,180,0002.07%
Peloton Wealth Strategists 163,000$4,293,0001.79%
Matthew Goff Investment Advisor, LLC 265,620$6,996,0001.64%
SIGMA INVESTMENT COUNSELORS INC 784,781$20,671,0001.48%
Signature Wealth Management Group 108,488$2,858,0001.29%
Bradley & Co. Private Wealth Management, LLC 39,888$1,051,0000.90%
Praetorian Wealth Management, Inc. 85,563$2,253,0000.77%
Guidance Point Advisors, LLC 48,387$1,872,0000.71%
View complete list of ISHARES TR shareholders