How many shares of IBDT does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 1.1M shares of IBDT (ISHARES TR).

What is CAPTRUST FINANCIAL ADVISORS's IBDT position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's IBDT position is worth $27M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling IBDT?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their IBDT position (+8.2% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy IBDT?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in IBDT in 2019-Q4. They have held the position across 27 quarters.

Back to

CAPTRUST FINANCIAL ADVISORS

IBDT
27 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

Current Value

$27M

Current Shares

1.1M

Total Value Change

+$26.6M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+8.2%	$27M	0.0%	$25.07	31
2026-Q1	Increased	989,358	+13.8%	$25.1M	0.0%	$24.87	33
2025-Q4	Increased	869,275	+17.5%	$22.1M	0.0%	$24.81	33
2025-Q3	Increased	740,071	+46.6%	$18.9M	0.0%	$24.49	39
2025-Q2	Increased	504,847	+10.5%	$12.8M	0.0%	$24.12	31
2025-Q1	Increased	457,054	+15.3%	$11.5M	0.0%	$23.69	32
2024-Q4	Increased	396,325	+32.3%	$9.9M	0.0%	$23.18	35
2024-Q3	Increased	299,491	+9.1%	$7.6M	0.0%	$23.40	30
2024-Q2	Increased	274,639	+27.1%	$6.8M	0.0%	$22.44	34
2024-Q1	Increased	215,989	+44.5%	$5.4M	0.0%	$22.31	37
2023-Q4	Increased	149,426	+188.8%	$3.7M	0.0%	$22.30	43
2023-Q3	Decreased	51,740	-2.0%	$1.2M	0.0%	$21.04	0
2023-Q2	Decreased	52,792	-2.3%	$1.3M	0.0%	$21.22	0
2023-Q1	Increased	54,035	+0.5%	$1.3M	0.0%	$21.39	25
2022-Q4	Decreased	53,786	-64.3%	$1.3M	0.0%	$20.70	0
2022-Q3	Decreased	150,564	-3.9%	$3.6M	0.0%	$20.02	0
2022-Q2	Increased	156,722	+15.4%	$3.9M	0.0%	$20.83	31
2022-Q1	Increased	135,791	+0.8%	$3.6M	0.0%	$21.84	27
2021-Q4	Increased	134,779	+11.8%	$3.8M	0.0%	$23.36	30
2021-Q3	Decreased	120,501	-11.6%	$3.5M	0.0%	$23.48	0
2021-Q2	Decreased	136,256	-21.7%	$3.9M	0.0%	$23.54	0
2021-Q1	Increased	173,944	+3.5%	$4.9M	0.1%	$22.93	28
2020-Q4	Increased	168,040	+14.5%	$5M	0.1%	$23.82	31
2020-Q3	Increased	146,814	+3.0%	$4.3M	0.1%	$23.25	28
2020-Q2	Increased	142,582	+750.0%	$4.1M	0.1%	$22.89	43
2020-Q1	Decreased	16,775	-0.8%	$435,000	0.0%	$20.65	0
2019-Q4	New	16,903	-	$469,000	0.0%	$21.73	33

Other major holders of IBDT: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

IBDT27 quarters

IBDT
27 quarters