Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 856,289 shares of IJR (ISHARES TR), worth $106.4M as of 2026-Q1. The position was decreased (-0.5% shares). IJR represents 0.2% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$106.4M
Current Shares
856,289
Total Value Change
+$28M
Total Shares Change
+120,914
Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Decreased |
| 856,289 |
-0.5% |
| $106.4M |
| 0.2% |
| $129.20 |
0 |
| 2025-Q4 | Increased | 860,161 | +2.0% | $103.4M | 0.2% | $121.69 | 36 |
| 2025-Q3 | Increased | 843,456 | +0.6% | $100.2M | 0.2% | $118.03 | 36 |
| 2025-Q2 | Decreased | 838,783 | -2.6% | $91.7M | 0.2% | $108.58 | 0 |
| 2025-Q1 | Increased | 861,169 | +16.8% | $90.1M | 0.2% | $102.76 | 41 |
| 2024-Q4 | Decreased | 737,025 | -0.6% | $84.9M | 0.2% | $113.25 | 0 |
| 2024-Q3 | Increased | 741,708 | +0.9% | $86.8M | 0.3% | $113.75 | 36 |
| 2024-Q2 | New | 735,375 | - | $78.4M | 0.3% | $103.63 | 49 |