CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 79 filers reported holding ISHARES TR in Q2 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$54,000
-14.3%
1,0300.0%0.00%
Q1 2022$63,000
-11.3%
1,0300.0%0.00%
Q4 2021$71,000
+1.4%
1,0300.0%0.00%
-100.0%
Q3 2021$70,000
-10.3%
1,030
-10.8%
0.00%0.0%
Q2 2021$78,0001,1550.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 105,699$4,923,0004.80%
Atlantic Private Wealth, LLC 41,584$1,937,0002.17%
Financial Connections Group, Inc. 54,253$2,527,0002.13%
Walkner Condon Financial Advisors LLC 39,469$1,838,0000.59%
VERITY Wealth Advisors 10,674$497,0000.51%
Klaas Financial Asset Advisors, LLC 40,539$1,888,0000.48%
RWA WEALTH PARTNERS, LLC 111,996$5,217,0000.37%
Goodwin Investment Advisory 8,995$419,0000.32%
Opes Wealth Management LLC 15,815$737,0000.30%
Horst & Graben Wealth Management LLC 21,469$1,000,0000.28%
View complete list of ISHARES TR shareholders