UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$5,205,000
+7.5%
91,879
+86.9%
0.04%
-29.3%
Q3 2015$4,840,000
-34.2%
49,147
-27.3%
0.06%
-31.8%
Q2 2015$7,351,000
+43.1%
67,616
+41.8%
0.08%
+34.9%
Q1 2015$5,137,000
-28.7%
47,698
-34.1%
0.06%
+16.7%
Q4 2014$7,202,00072,3460.05%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Trident Investment Management, LLC 37,873$2,811,00011.68%
FCA CORP /TX 37,215$2,762,0001.73%
Kingfisher Capital LLC 32,775$2,432,0001.33%
EXENCIAL WEALTH ADVISORS, LLC 16,087$1,277,0000.63%
Financial Architects, Inc 11,025$820,0000.60%
Stearns Financial Services Group 14,047$1,042,0000.47%
East Coast Asset Management, LLC. 11,513$854,0000.46%
NORTHERN CAPITAL MANAGEMENT LLC 7,210$535,0000.33%
Estate Counselors, LLC 8,650$649,0000.33%
Kistler-Tiffany Companies, LLC 3,666$272,0000.23%
View complete list of ISHARES TR shareholders