CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$962,383
-8.9%
26,302
-2.7%
0.00%0.0%
Q2 2023$1,055,934
-0.1%
27,020
-4.6%
0.00%
-20.0%
Q1 2023$1,056,813
+27.4%
28,318
+23.7%
0.01%
+25.0%
Q4 2022$829,791
+13.8%
22,884
+1.2%
0.00%0.0%
Q3 2022$729,000
-5.2%
22,613
+0.1%
0.00%
-20.0%
Q2 2022$769,000
-8.8%
22,599
+4.4%
0.01%0.0%
Q1 2022$843,000
+69.3%
21,637
+66.0%
0.01%
+66.7%
Q4 2021$498,000
+13.7%
13,032
+1.4%
0.00%
-25.0%
Q3 2021$438,000
+544.1%
12,849
+565.4%
0.00%
+300.0%
Q2 2021$68,000
+1.5%
1,931
+0.3%
0.00%0.0%
Q1 2021$67,0001,9260.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders