CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 43 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2020
NameSharesValueWeighting ↓
M Holdings Securities, Inc. 154,829$3,690,0000.41%
Clearwater Capital Advisors, LLC 114,304$2,724,0000.38%
Wharton Business Group, LLC 222,622$5,305,0000.36%
Founders Capital Management 14,835$354,0000.29%
HAP Trading, LLC 89,330$2,129,0000.14%
Financial Partners Group, Inc 22,220$529,0000.14%
Wealthcare Advisory Partners LLC 101,322$2,415,0000.14%
Financial Advocates Investment Management 40,346$961,0000.08%
Patriot Financial Group Insurance Agency, LLC 13,238$315,0000.08%
Sunbelt Securities, Inc. 14,671$350,0000.07%
View complete list of ISHARES TR shareholders