Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 4.3M shares of IVV (ISHARES TR), worth $2.8B as of 2026-Q1. The position was increased (+5.0% shares). IVV represents 4.9% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$2.8B
Current Shares
4.3M
Total Value Change
+$1.2B
Total Shares Change
+1.4M
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 4.3M |
+5.0% |
| $2.8B |
| 4.9% |
| $683.37 |
62 |
| 2025-Q4 | Increased | 4.1M | +2.8% | $2.8B | 5.3% | $689.92 | 64 |
| 2025-Q3 | Increased | 4M | +2.8% | $2.7B | 5.4% | $664.41 | 64 |
| 2025-Q2 | Increased | 3.9M | +5.5% | $2.4B | 5.4% | $613.43 | 65 |
| 2025-Q1 | Increased | 3.7M | +7.3% | $2.1B | 5.2% | $552.75 | 67 |
| 2024-Q4 | Increased | 3.4M | +9.2% | $2B | 5.8% | $583.48 | 68 |
| 2024-Q3 | Increased | 3.1M | +8.1% | $1.8B | 5.4% | $564.81 | 67 |
| 2024-Q2 | New | 2.9M | - | $1.6B | 5.1% | $536.31 | 98 |