CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 37 filers reported holding ISHARES TR in Q3 2020. 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
Q3 2023$706,381
-3.4%
32,255
-1.0%
0.00%0.0%
Q2 2023$731,574
-0.8%
32,587
+1.1%
0.00%0.0%
Q1 2023$737,830
+4.1%
32,248
+0.8%
0.00%
-25.0%
Q4 2022$708,931
-14.8%
31,977
-16.2%
0.00%
-20.0%
Q3 2022$832,000
-5.5%
38,173
-0.9%
0.01%
-16.7%
Q2 2022$880,000
+63.0%
38,523
+74.8%
0.01%
+100.0%
Q1 2022$540,000
+1.9%
22,037
+9.5%
0.00%
-25.0%
Q4 2021$530,000
-6.0%
20,121
-5.0%
0.00%
-20.0%
Q3 2021$564,000
+1051.0%
21,188
+1053.4%
0.01%
Q2 2021$49,000
+2.1%
1,8370.0%0.00%
-100.0%
Q1 2021$48,000
-4.0%
1,8370.0%0.00%0.0%
Q4 2020$50,0000.0%1,8370.0%0.00%0.0%
Q3 2020$50,0001,8370.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 167,905$4,491,0004.23%
Signature Wealth Management Group 50,863$1,360,0001.04%
Andesa Financial Management Inc. 16,205$432,0000.38%
NAVELLIER & ASSOCIATES INC 24,300$650,0000.15%
BENJAMIN EDWARDS INC 4,258$114,0000.10%
ARROW FINANCIAL CORP 15,219$407,0000.09%
Sandy Spring Bank 39,520$1,057,0000.08%
Northwest Bancshares, Inc. 8,756$234,0000.06%
First National Bank of South Miami 2,024$54,0000.06%
Retirement Group, LLC 3,201$86,0000.05%
View complete list of ISHARES TR shareholders