Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR
CAPTRUST FINANCIAL ADVISORS holds 18M shares of SHY (ISHARES TR), worth $1.5B as of 2025-Q4. The position was increased (++5.5% shares). SHY represents 2.8% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$1.5B
Current Shares
18M
Total Value Change
+$1.1B
Total Shares Change
+13.1M
Other major holders of SHY: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 18M |
+5.5% |
| $1.5B |
| 2.8% |
| $82.60 |
58 |
| 2025-Q3 | Increased | 17M | +58.5% | $1.4B | 2.9% | $81.66 | 78 |
| 2025-Q2 | Increased | 10.7M | +4.9% | $890.2M | 2.0% | $80.76 | 53 |
| 2025-Q1 | Increased | 10.2M | +10.9% | $847.2M | 2.1% | $79.85 | 60 |
| 2024-Q4 | Increased | 9.2M | +9.1% | $756.9M | 2.2% | $78.63 | 59 |
| 2024-Q3 | Increased | 8.5M | +72.7% | $703.9M | 2.1% | $78.85 | 81 |
| 2024-Q2 | Increased | 4.9M | +3.6% | $400.3M | 1.3% | $76.54 | 51 |