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IBHKIBHK
5 quarters

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

CAPTRUST FINANCIAL ADVISORS holds 12,030 shares of IBHK (ISHARES TR), worth $310,013 as of 2026-Q2. IBHK represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$310,013

Current Shares

12,030

Total Value Change

+$93,211

Total Shares Change

+3,675

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
12,030
0.0%
$310,0130.0%$25.50
0
2026-Q1
Increased
12,030
+0.9%
$306,1640.0%$24.78
24
2025-Q4
Increased
11,925
+45.9%
$308,2610.0%$24.90
32
2025-Q3
Decreased
8,175
-2.1%
$213,4080.0%$24.61
0
2025-Q2
New
8,355
-
$216,8020.0%$24.08
32

Other major holders of IBHK: BlackRock Finance, Inc., BlackRock, Inc., Integrated Wealth Concepts LLC

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