UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is ACWV and the CUSIP is 464286525. A total of 299 filers reported holding ISHARES INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,825,672
-8.9%
19,133
-6.4%
0.01%
+9.1%
Q2 2023$2,004,446
-27.1%
20,441
-28.0%
0.01%
-26.7%
Q1 2023$2,748,285
+13.0%
28,406
+11.0%
0.02%
+7.1%
Q4 2022$2,431,851
-8.1%
25,593
-14.4%
0.01%
-12.5%
Q3 2022$2,647,000
-14.8%
29,884
-9.1%
0.02%
-5.9%
Q2 2022$3,108,000
-9.5%
32,884
+0.4%
0.02%0.0%
Q1 2022$3,434,000
-8.1%
32,761
-5.1%
0.02%0.0%
Q4 2021$3,736,000
-4.0%
34,505
-8.9%
0.02%
-10.5%
Q3 2021$3,892,000
-4.4%
37,889
-4.3%
0.02%
-5.0%
Q2 2021$4,070,000
+0.4%
39,572
-3.7%
0.02%
-9.1%
Q1 2021$4,053,000
-12.8%
41,082
-14.4%
0.02%
-21.4%
Q4 2020$4,649,000
-7.6%
47,970
-12.3%
0.03%
-15.2%
Q3 2020$5,030,000
-3.9%
54,724
-8.4%
0.03%
-13.2%
Q2 2020$5,234,000
+8.6%
59,762
-0.4%
0.04%
-5.0%
Q1 2020$4,818,000
-38.4%
59,976
-26.5%
0.04%
-20.0%
Q4 2019$7,821,000
+5.5%
81,616
+4.3%
0.05%
-3.8%
Q3 2019$7,412,000
-9.8%
78,222
-12.4%
0.05%
-3.7%
Q2 2019$8,221,000
+96.4%
89,244
+90.8%
0.05%
+86.2%
Q1 2019$4,185,000
+44.9%
46,765
+31.5%
0.03%
+26.1%
Q4 2018$2,889,000
+15.6%
35,553
+25.0%
0.02%
+27.8%
Q3 2018$2,499,000
+2.1%
28,443
-3.5%
0.02%0.0%
Q2 2018$2,447,000
-4.6%
29,465
-3.7%
0.02%
-10.0%
Q1 2018$2,564,000
-1.7%
30,585
-1.1%
0.02%
-4.8%
Q4 2017$2,609,000
-1.3%
30,938
-4.8%
0.02%
-4.5%
Q3 2017$2,644,000
-9.0%
32,491
-11.5%
0.02%
-15.4%
Q2 2017$2,905,000
-5.7%
36,730
-8.1%
0.03%
-10.3%
Q1 2017$3,082,000
-7.6%
39,962
-13.0%
0.03%
-9.4%
Q4 2016$3,334,000
-17.7%
45,921
-13.6%
0.03%
-17.9%
Q3 2016$4,049,000
+0.3%
53,140
+0.1%
0.04%
-4.9%
Q2 2016$4,036,000
-16.2%
53,109
-19.0%
0.04%
-22.6%
Q1 2016$4,818,000
+29.4%
65,565
+22.0%
0.05%
+23.3%
Q4 2015$3,724,000
+799.5%
53,755
+769.8%
0.04%
+760.0%
Q3 2015$414,000
-3.9%
6,1800.0%0.01%0.0%
Q2 2015$431,0006,1800.01%
Other shareholders
ISHARES INC shareholders Q2 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 1,771,701$174,796,00034.12%
ASPIRIANT, LLC 2,581,179$254,637,00016.27%
Lenox Wealth Advisors, LLC 906,307$89,416,00012.26%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 185,071$18,259,0009.93%
SEARCY FINANCIAL SERVICES INC /ADV 139,056$13,719,0008.69%
PALLADIEM, LLC 83,405$8,229,0007.18%
Wealthsimple US, Ltd. 104,920$10,351,0006.13%
IRON Financial LLC 97,185$9,588,0005.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC 72,550$7,394,0004.64%
John W. Brooker & Co., CPAs 70,908$6,996,0004.35%
View complete list of ISHARES INC shareholders