UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders