CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 36 filers reported holding ISHARES TR in Q1 2022. 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$671,416
-4.9%
32,945
-1.1%
0.00%0.0%
Q2 2023$705,893
-0.4%
33,297
+1.2%
0.00%0.0%
Q1 2023$708,592
+4.4%
32,912
+0.9%
0.00%0.0%
Q4 2022$678,600
+124.0%
32,625
+118.3%
0.00%
+50.0%
Q3 2022$303,000
-6.2%
14,946
-0.8%
0.00%0.0%
Q2 2022$323,000
+11.4%
15,071
+20.2%
0.00%0.0%
Q1 2022$290,000
+0.3%
12,536
+8.7%
0.00%0.0%
Q4 2021$289,000
-5.6%
11,529
-4.6%
0.00%
-33.3%
Q3 2021$306,000
+524.5%
12,088
+526.0%
0.00%
Q2 2021$49,000
+2.1%
1,9310.0%0.00%
-100.0%
Q1 2021$48,000
-5.9%
1,9310.0%0.00%0.0%
Q4 2020$51,000
+2.0%
1,9310.0%0.00%0.0%
Q3 2020$50,0001,9310.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 174,557$3,631,0003.27%
Signature Wealth Management Group 177,182$3,685,3861.80%
Guidance Point Advisors, LLC 163,271$3,396,0451.44%
Aptus Capital Advisors, LLC 1,646,376$34,244,6211.05%
ARROW FINANCIAL CORP 278,501$5,7930.79%
Bradley & Co. Private Wealth Management, LLC 23,915$497,4320.61%
Capital Investment Advisors, LLC 900,017$18,7200.57%
CGN Advisors LLC 142,687$2,967,8830.52%
Legacy Private Trust Co. 276,080$5,742,4630.52%
LITTLE HOUSE CAPITAL LLC 46,686$971,0660.48%
View complete list of ISHARES TR shareholders