Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 5.9M shares of IEI (ISHARES TR), worth $707.1M as of 2025-Q4. The position was increased (++5.0% shares). IEI represents 1.3% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$707.1M
Current Shares
5.9M
Total Value Change
+$705.4M
Total Shares Change
+5.9M
Other major holders of IEI: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BANQUE PICTET & CIE SA, JPMORGAN CHASE & CO
Increased |
| 5.9M |
+5.0% |
| $707.1M |
| 1.3% |
| $119.19 |
52 |
| 2025-Q3 | Increased | 5.6M | +54.6% | $674.4M | 1.4% | $117.68 | 70 |
| 2025-Q2 | Increased | 3.7M | +4.0% | $434.8M | 1.0% | $116.05 | 46 |
| 2025-Q1 | Increased | 3.5M | +8.5% | $414.5M | 1.0% | $114.21 | 53 |
| 2024-Q4 | Increased | 3.2M | +22.1% | $373.5M | 1.1% | $111.23 | 59 |
| 2024-Q3 | Increased | 2.6M | +179x | $316.7M | 0.9% | $114.20 | 70 |
| 2024-Q2 | Decreased | 14,735 | -2.0% | $1.7M | 0.0% | $109.08 | 0 |