CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 233 filers reported holding ISHARES TR in Q1 2022. 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$518,246
+18.8%
11,119
+19.9%
0.00%0.0%
Q1 2024$436,397
-14.3%
9,273
-13.1%
0.00%0.0%
Q4 2023$509,433
+21.8%
10,671
+15.6%
0.00%0.0%
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 Q1 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 194,054$9,070,0844.91%
Atlantic Private Wealth, LLC 70,827$3,310,4563.56%
Private Ocean, LLC 565,937$26,451,8723.28%
Divergent Wealth Advisors 167,836$7,844,6471.97%
Omega Financial Group, LLC 74,246$3,485,4171.80%
Stewardship Advisors, LLC 89,788$4,196,7051.69%
GRAND WEALTH MANAGEMENT, LLC 50,686$2,369,0641.47%
Summit Wealth Group, LLC 26,853$1,2551.32%
RETIREMENT CAPITAL STRATEGIES 54,183$2,532,5131.24%
Sonoma Private Wealth LLC 10,079$471,0921.04%
View complete list of ISHARES TR shareholders