UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$223,000
-5.5%
3,5520.0%0.00%0.0%
Q4 2021$236,000
+9.3%
3,5520.0%0.00%0.0%
Q3 2021$216,000
-8.1%
3,552
-8.4%
0.00%0.0%
Q2 2021$235,000
+8.3%
3,876
+300.0%
0.00%0.0%
Q1 2021$217,000
+3.3%
9690.0%0.00%0.0%
Q4 2020$210,000
-7.5%
969
-21.4%
0.00%0.0%
Q4 2019$227,000
+8.1%
1,233
-1.3%
0.00%0.0%
Q3 2019$210,0001,2490.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Good Life Advisors, LLC 68,149$9,181,0005.36%
Cornerstone Wealth Management, LLC 43,449$5,791,0001.86%
Greenwich Wealth Management LLC 70,707$9,381,0001.18%
Mathes Company, Inc. 11,375$1,509,0000.83%
Threshold Group LLC 7,031$933,0000.81%
West Coast Financial LLC 15,471$2,053,0000.65%
Strategic Wealth Partners Group, LLC 9,759$1,295,0000.61%
Crestwood Advisors Group, LLC 35,091$4,656,0000.45%
Liberty Capital Management, Inc. 3,065$414,0000.27%
Global Retirement Partners, LLC 1,806$240,0000.16%
View complete list of ISHARES TR shareholders