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

CAPTRUST FINANCIAL ADVISORS holds 6.3M shares of IEI (ISHARES TR), worth $742.2M as of 2026-Q1. The position was increased (+5.6% shares). IEI represents 1.3% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$742.2M

Current Shares

6.3M

Total Value Change

+$740.5M

Total Shares Change

+6.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.3M
+5.6%
$742.2M1.3%$119.82
53
2025-Q4
Increased
5.9M
+5.0%
$707.1M1.3%$119.19
52
2025-Q3
Increased
5.6M
+54.6%
$674.4M1.4%$117.68
70
2025-Q2
Increased
3.7M
+4.0%
$434.8M1.0%$116.05
46
2025-Q1
Increased
3.5M
+8.5%
$414.5M1.0%$114.21
53
2024-Q4
Increased
3.2M
+22.1%
$373.5M1.1%$111.23
59
2024-Q3
Increased
2.6M
+179x
$316.7M0.9%$114.20
70
2024-Q2
Decreased
14,735
-2.0%
$1.7M0.0%$109.08
0

Other major holders of IEI: JPMORGAN CHASE & CO

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