CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 234 filers reported holding ISHARES TR in Q4 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$418,160
-15.1%
9,231
-11.6%
0.00%0.0%
Q2 2023$492,708
-30.6%
10,445
-29.3%
0.00%
-33.3%
Q1 2023$709,631
+1.4%
14,766
-1.4%
0.00%
-25.0%
Q4 2022$699,664
-48.1%
14,969
-48.4%
0.00%
-50.0%
Q3 2022$1,348,000
+17.4%
29,022
+23.8%
0.01%
+14.3%
Q2 2022$1,148,000
+7.5%
23,452
+13.4%
0.01%0.0%
Q1 2022$1,068,000
-7.8%
20,687
-1.4%
0.01%
-12.5%
Q4 2021$1,158,000
+0.4%
20,980
+0.3%
0.01%
-20.0%
Q3 2021$1,153,000
+3.6%
20,915
+4.0%
0.01%0.0%
Q2 2021$1,113,000
-12.2%
20,120
-13.1%
0.01%
-28.6%
Q1 2021$1,267,00023,1540.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 244,422$10,9905.36%
Atlantic Private Wealth, LLC 79,800$3,614,9583.65%
Private Ocean, LLC 593,180$26,871,0523.41%
Summit Wealth Group, LLC 50,343$2,2812.04%
One Wealth Advisors, LLC 199,579$9,040,9292.01%
Affinity Capital Advisors, LLC 130,502$5,911,7441.62%
Bond & Devick Financial Network, Inc. 53,091$2,405,0221.55%
Omega Financial Group, LLC 67,938$3,077,5991.50%
Stewardship Advisors, LLC 84,394$3,823,0601.49%
Mascoma Wealth Management LLC 102,837$4,658,4951.46%
View complete list of ISHARES TR shareholders