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
Other major holders of IEI: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, BANQUE PICTET & CIE SA
Increased |
| 6.3M |
+5.6% |
| $742.2M |
| 1.3% |
| $119.82 |
53 |
| 2025-Q4 | 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 |