CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 85 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 109,654$3,622,9791.67%
WT Wealth Management 88,378$2,919,9951.21%
H&H Retirement Design & Management INC 25,520$897,0110.60%
CORA CAPITAL ADVISORS LLC 21,266$702,6290.47%
Wharton Business Group, LLC 211,612$6,9920.46%
WJ Wealth Management, LLC 23,506$776,6380.37%
Lodestone Wealth Management LLC 12,439$410,9880.28%
Phoenix Wealth Advisors 10,856$358,6820.21%
Wolf Group Capital Advisors 13,067$411,7410.20%
WMG Financial Advisors, LLC 6,522$215,4850.16%
View complete list of ISHARES TR shareholders