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iShares Russell 1000 Index shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $216M 824k 262.26
2023-09-30 $193M 822k 234.91
2023-06-30 $197M 808k 243.74
2023-03-31 $181M 804k 225.23
2022-12-31 $169M 804k 210.52
2022-09-30 $165M 837k 197.33
2022-06-30 $189M 908k 207.76
2022-03-31 $219M 876k 250.07
2021-12-31 $16M 62k 264.42
2021-09-30 $15M 61k 241.72
2021-06-30 $15M 63k 242.08
2021-03-31 $14M 64k 223.84
2020-12-31 $14M 64k 211.84
2020-09-30 $12M 65k 188.50
2020-06-30 $15M 84k 172.79
2020-03-31 $8.7M 64k 135.30
2019-12-31 $14M 80k 179.96
2019-09-30 $13M 78k 164.54
2019-06-30 $13M 82k 162.79
2019-03-31 $13M 83k 157.31
2018-12-31 $11M 81k 138.69
2018-09-30 $11M 68k 162.45
2018-06-30 $11M 70k 151.98
2018-03-31 $9.2M 64k 143.48
2017-12-31 $10M 68k 148.60
2017-09-30 $9.7M 70k 139.88
2017-06-30 $7.1M 53k 135.28
2017-03-31 $2.7M 21k 131.27
2016-12-31 $2.6M 21k 124.48
2016-09-30 $1.3M 12k 116.86
2016-03-31 $2.6M 22k 114.06
2015-12-31 $3.5M 31k 113.32
2015-09-30 $2.2M 20k 107.07
2015-06-30 $7.0k 300 23.33
2015-03-31 $2.2M 19k 115.85
2014-12-31 $2.1M 19k 114.64
2014-09-30 $2.1M 19k 109.87
2014-06-30 $2.2M 20k 110.11
2014-03-31 $2.0M 19k 104.78
2013-12-31 $2.0M 19k 103.18
2013-09-30 $1.7M 19k 94.19
2013-06-30 $1.8M 20k 89.94
2013-03-31 $1.6M 19k 87.22
2012-12-31 $2.4M 31k 79.16
2012-09-30 $1.5M 19k 79.27
2012-06-30 $1.6M 20k 77.34
2011-06-30 $1.5M 21k 73.88

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index