Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 1.5M shares of ITOT (ISHARES TR), worth $216.3M as of 2026-Q1. The position was increased (+0.8% shares). ITOT represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$216.3M
Current Shares
1.5M
Total Value Change
+$181.9M
Total Shares Change
+1.2M
Other major holders of ITOT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.
Increased |
| 1.5M |
+0.8% |
| $216.3M |
| 0.4% |
| $148.83 |
37 |
| 2025-Q4 | Increased | 1.5M | +434.4% | $224M | 0.4% | $149.80 | 59 |
| 2025-Q3 | Decreased | 281,865 | -0.6% | $41.1M | 0.1% | $144.73 | 0 |
| 2025-Q2 | Increased | 283,483 | +1.4% | $38.3M | 0.1% | $133.52 | 29 |
| 2025-Q1 | Increased | 279,591 | +2.8% | $34.1M | 0.1% | $120.29 | 30 |
| 2024-Q4 | Decreased | 272,008 | -0.4% | $35M | 0.1% | $127.50 | 0 |
| 2024-Q3 | Decreased | 273,147 | -5.6% | $34.3M | 0.1% | $123.23 | 0 |
| 2024-Q2 | Decreased | 289,241 | -0.2% | $34.4M | 0.1% | $116.52 | 0 |