UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. 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
Q2 2022$680,000
-6.3%
20,075
-0.1%
0.00%0.0%
Q1 2022$726,000
+33.0%
20,094
+1.2%
0.00%
+33.3%
Q4 2021$546,000
-7.8%
19,859
-17.3%
0.00%0.0%
Q1 2021$592,000
+21.3%
24,0180.0%0.00%0.0%
Q4 2020$488,000
+8.2%
24,018
-12.7%
0.00%0.0%
Q3 2020$451,000
+61.6%
27,525
+204.0%
0.00%
+50.0%
Q4 2019$279,000
+34.8%
9,054
+34.0%
0.00%
+100.0%
Q3 2019$207,000
-10.4%
6,759
-6.6%
0.00%
-50.0%
Q2 2016$231,000
+4.1%
7,233
-3.9%
0.00%0.0%
Q1 2016$222,000
+5.2%
7,5250.0%0.00%0.0%
Q4 2015$211,000
+1.4%
7,525
+3.6%
0.00%0.0%
Q3 2015$208,000
-21.2%
7,266
-3.7%
0.00%
-33.3%
Q2 2015$264,000
+25.7%
7,546
+40.1%
0.00%0.0%
Q1 2015$210,000
-48.3%
5,386
-50.7%
0.00%0.0%
Q4 2014$406,00010,9340.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders