CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 15 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$13,000
-18.8%
477
-0.4%
0.00%
Q1 2022$16,000
+45.5%
479
+88.6%
0.00%
Q4 2021$11,000
-59.3%
254
-60.1%
0.00%
Q3 2021$27,000
-6.9%
6360.0%0.00%
Q2 2021$29,000
+7.4%
6360.0%0.00%
Q1 2021$27,000
+285.7%
636
+274.1%
0.00%
Q4 2020$7,000
+16.7%
1700.0%0.00%
Q3 2020$6,000
+20.0%
1700.0%0.00%
Q2 2020$5,000
+400.0%
170
+277.8%
0.00%
Q3 2019$1,0000.0%450.0%0.00%
Q2 2019$1,0000.0%450.0%0.00%
Q1 2019$1,000450.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders