UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$214,439
+2.6%
3,348
-4.6%
0.00%0.0%
Q3 2022$209,000
-5.0%
3,510
+2.4%
0.00%0.0%
Q2 2022$220,000
-15.1%
3,427
+0.6%
0.00%0.0%
Q1 2022$259,000
-5.5%
3,408
-2.9%
0.00%0.0%
Q4 2021$274,000
-9.6%
3,508
-17.5%
0.00%
-50.0%
Q3 2021$303,000
+2.4%
4,253
+1.9%
0.00%
+100.0%
Q2 2021$296,000
+7.2%
4,1740.0%0.00%
-50.0%
Q1 2021$276,000
+4.5%
4,174
-0.5%
0.00%0.0%
Q4 2020$264,000
+11.9%
4,1940.0%0.00%0.0%
Q3 2020$236,000
+3.1%
4,194
-3.5%
0.00%0.0%
Q2 2020$229,000
+10.1%
4,344
-6.7%
0.00%0.0%
Q1 2020$208,000
-24.6%
4,654
-9.1%
0.00%0.0%
Q4 2019$276,000
+7.4%
5,120
-1.3%
0.00%0.0%
Q3 2019$257,000
-24.6%
5,190
-25.8%
0.00%0.0%
Q2 2019$341,000
-15.6%
6,990
-17.8%
0.00%
-33.3%
Q1 2019$404,000
+9.5%
8,502
-2.3%
0.00%0.0%
Q4 2018$369,000
-11.3%
8,704
+2.2%
0.00%0.0%
Q3 2018$416,000
+6.7%
8,5140.0%0.00%0.0%
Q2 2018$390,000
-5.3%
8,514
+88.5%
0.00%0.0%
Q1 2018$412,000
+7.6%
4,517
+9.5%
0.00%0.0%
Q4 2017$383,000
+13.3%
4,126
+7.6%
0.00%0.0%
Q3 2017$338,000
+3.4%
3,836
-1.1%
0.00%0.0%
Q2 2017$327,000
+8.6%
3,880
+5.4%
0.00%0.0%
Q1 2017$301,000
+7.1%
3,680
+0.5%
0.00%0.0%
Q4 2016$281,000
+2.6%
3,6600.0%0.00%0.0%
Q3 2016$274,000
+4.2%
3,660
+0.4%
0.00%0.0%
Q2 2016$263,000
+0.4%
3,6460.0%0.00%0.0%
Q1 2016$262,000
-1.5%
3,6460.0%0.00%0.0%
Q4 2015$266,000
+5.6%
3,6460.0%0.00%0.0%
Q3 2015$252,000
-7.4%
3,646
+1.0%
0.00%0.0%
Q2 2015$272,000
-1.8%
3,610
+3.1%
0.00%0.0%
Q1 2015$277,000
-49.5%
3,500
-51.4%
0.00%
-25.0%
Q4 2014$548,000
+96.4%
7,200
+100.0%
0.00%
-20.0%
Q3 2014$279,000
-0.4%
3,6000.0%0.01%
-16.7%
Q1 2014$280,000
+3.7%
3,600
+2.9%
0.01%
-33.3%
Q4 2013$270,0003,5000.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Systelligence, LLC 317,648$17,884,0005.42%
Fluent Financial, LLC 125,675$7,076,0004.25%
180 WEALTH ADVISORS, LLC 66,091$3,790,0001.42%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,158,0001.19%
Connecticut Wealth Management, LLC 129,476$7,289,0000.80%
Capital Advisors, Ltd. LLC 52,481$2,955,0000.74%
FAGAN ASSOCIATES, INC. 40,522$2,281,0000.65%
Carroll Financial Associates, Inc. 130,565$7,350,0000.57%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 9,133$534,0000.50%
HOWARD WEALTH MANAGEMENT, LLC 11,884$669,0000.48%
View complete list of ISHARES TR shareholders