CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2021
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 127,579$3,127,0002.77%
PFG Private Wealth Management, LLC 191,769$4,700,0002.41%
Legacy CG, LLC 133,750$3,278,0002.13%
Matthew Goff Investment Advisor, LLC 270,098$6,620,0001.55%
Signature Wealth Management Group 117,971$2,891,0001.30%
Bradley & Co. Private Wealth Management, LLC 47,235$1,157,0000.99%
SIGMA INVESTMENT COUNSELORS INC 535,016$13,113,0000.94%
Guidance Point Advisors, LLC 50,844$1,844,0000.70%
Peloton Wealth Strategists 53,000$1,299,0000.54%
WRAPMANAGER INC 75,225$1,844,0000.49%
View complete list of ISHARES TR shareholders