Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 1.2M shares of IWB (ISHARES TR), worth $435M as of 2025-Q4. The position was decreased (-0.3% shares). IWB represents 0.8% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$435M
Current Shares
1.2M
Total Value Change
+$145.6M
Total Shares Change
+192,200
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.2M |
-0.3% |
| $435M |
| 0.8% |
| $376.20 |
0 |
| 2025-Q3 | Decreased | 1.2M | -0.5% | $427.1M | 0.9% | $363.42 | 0 |
| 2025-Q2 | Decreased | 1.2M | -1.0% | $398.6M | 0.9% | $335.58 | 0 |
| 2025-Q1 | Increased | 1.2M | +26.6% | $363.7M | 0.9% | $302.55 | 54 |
| 2024-Q4 | Decreased | 936,323 | -1.7% | $301.6M | 0.9% | $319.91 | 0 |
| 2024-Q3 | Decreased | 952,195 | -2.1% | $299.4M | 0.9% | $308.93 | 0 |
| 2024-Q2 | Increased | 972,754 | +0.5% | $289.4M | 0.9% | $292.44 | 44 |