UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,287,054
-4.5%
6,702
-3.2%
0.02%
+15.4%
Q2 2023$2,395,010
+7.2%
6,924
-5.6%
0.01%
+8.3%
Q1 2023$2,233,995
+12.0%
7,332
-5.9%
0.01%
+9.1%
Q4 2022$1,994,339
-20.7%
7,795
-22.5%
0.01%
-26.7%
Q3 2022$2,515,000
-4.9%
10,056
+2.5%
0.02%0.0%
Q2 2022$2,645,000
+69.7%
9,810
+117.0%
0.02%
+87.5%
Q1 2022$1,559,000
-24.5%
4,520
-13.0%
0.01%
-20.0%
Q4 2021$2,066,000
-2.9%
5,196
-2.5%
0.01%
-9.1%
Q3 2021$2,128,000
+5.6%
5,331
+3.2%
0.01%
+10.0%
Q2 2021$2,016,000
+27.5%
5,168
+11.6%
0.01%
+11.1%
Q1 2021$1,581,000
-11.2%
4,632
-7.8%
0.01%
-18.2%
Q4 2020$1,780,000
+5.1%
5,026
-7.6%
0.01%0.0%
Q3 2020$1,693,000
+4.2%
5,441
-4.8%
0.01%
-8.3%
Q2 2020$1,625,000
+22.6%
5,718
-9.3%
0.01%
+9.1%
Q1 2020$1,325,000
-43.9%
6,301
-37.8%
0.01%
-26.7%
Q4 2019$2,362,000
+28.7%
10,135
+17.0%
0.02%
+15.4%
Q3 2019$1,835,000
-21.3%
8,661
-18.8%
0.01%
-13.3%
Q2 2019$2,331,000
-2.9%
10,668
-6.3%
0.02%
-11.8%
Q1 2019$2,400,000
-2.0%
11,386
-19.3%
0.02%
-10.5%
Q4 2018$2,448,000
-81.9%
14,108
-78.6%
0.02%
-80.0%
Q3 2018$13,488,000
-6.9%
65,806
-17.0%
0.10%
-12.0%
Q2 2018$14,484,000
+18.2%
79,288
+9.8%
0.11%
+16.1%
Q1 2018$12,258,000
-0.0%
72,235
-9.0%
0.09%
-4.1%
Q4 2017$12,264,000
+8.9%
79,344
+3.0%
0.10%
+1.0%
Q3 2017$11,265,000
+438.2%
77,018
+403.4%
0.10%
+405.3%
Q2 2017$2,093,000
-1.6%
15,301
-9.0%
0.02%
-5.0%
Q1 2017$2,127,000
+12.0%
16,817
-3.6%
0.02%
+11.1%
Q4 2016$1,899,000
-15.1%
17,449
-11.5%
0.02%
-18.2%
Q3 2016$2,238,000
+15.2%
19,712
+6.6%
0.02%
+10.0%
Q2 2016$1,942,000
+13.2%
18,492
+8.6%
0.02%
+5.3%
Q1 2016$1,715,000
+10.3%
17,032
+13.7%
0.02%
+5.6%
Q4 2015$1,555,000
+28.4%
14,977
+17.0%
0.02%
+20.0%
Q3 2015$1,211,000
+14.8%
12,798
+20.7%
0.02%
+25.0%
Q2 2015$1,055,000
+15.8%
10,605
+16.1%
0.01%
+9.1%
Q1 2015$911,000
+52.3%
9,132
+41.9%
0.01%
+175.0%
Q4 2014$598,0006,4340.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders