UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. 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
Q3 2023$6,005,179
-6.3%
89,696
-0.4%
0.04%
+11.4%
Q2 2023$6,407,825
+7.0%
90,035
-2.8%
0.04%
+6.1%
Q1 2023$5,989,802
+8.9%
92,592
-4.1%
0.03%
+6.5%
Q4 2022$5,497,794
-0.9%
96,520
+1.3%
0.03%
-6.1%
Q3 2022$5,546,000
+5.0%
95,295
+2.4%
0.03%
+13.8%
Q2 2022$5,280,000
-24.7%
93,059
-0.4%
0.03%
-14.7%
Q1 2022$7,013,000
-13.2%
93,453
-2.9%
0.03%
-8.1%
Q4 2021$8,082,000
+15.2%
96,218
+6.0%
0.04%
+5.7%
Q3 2021$7,018,000
+1.0%
90,777
+1.4%
0.04%0.0%
Q2 2021$6,949,000
+5.9%
89,542
+2.1%
0.04%
-2.8%
Q1 2021$6,561,000
+8.8%
87,680
+2.5%
0.04%0.0%
Q4 2020$6,033,000
+15.5%
85,576
+309.5%
0.04%
+5.9%
Q3 2020$5,225,000
+10.9%
20,898
-2.8%
0.03%0.0%
Q2 2020$4,710,000
+38.2%
21,507
+11.8%
0.03%
+21.4%
Q1 2020$3,409,000
-26.3%
19,243
-5.0%
0.03%
-6.7%
Q4 2019$4,625,000
+10.2%
20,264
+5.0%
0.03%
+3.4%
Q3 2019$4,196,000
-2.7%
19,301
-2.5%
0.03%
+3.6%
Q2 2019$4,312,000
+65.1%
19,806
+55.0%
0.03%
+55.6%
Q1 2019$2,612,000
+0.4%
12,782
-11.1%
0.02%
-14.3%
Q4 2018$2,601,000
-65.2%
14,377
-59.2%
0.02%
-59.6%
Q3 2018$7,465,000
-20.2%
35,256
-27.0%
0.05%
-25.7%
Q2 2018$9,354,000
-4.1%
48,278
-9.7%
0.07%
-5.4%
Q1 2018$9,752,000
+20.9%
53,486
+19.7%
0.07%
+15.6%
Q4 2017$8,063,000
+4.1%
44,697
-5.3%
0.06%
-3.0%
Q3 2017$7,746,000
-13.8%
47,219
-13.7%
0.07%
-17.5%
Q2 2017$8,982,000
-26.9%
54,730
-28.3%
0.08%
-29.8%
Q1 2017$12,282,000
-2.9%
76,320
-8.9%
0.11%
-7.3%
Q4 2016$12,646,000
-16.5%
83,731
-18.6%
0.12%
-16.3%
Q3 2016$15,139,000
+50.0%
102,911
+45.8%
0.15%
+42.7%
Q2 2016$10,094,000
+1111.8%
70,587
+1135.6%
0.10%
+1044.4%
Q1 2016$833,000
-93.0%
5,713
-93.1%
0.01%
-93.5%
Q4 2015$11,972,000
+1888.7%
82,765
+1793.1%
0.14%
+1871.4%
Q3 2015$602,000
+38.4%
4,372
+43.9%
0.01%
+40.0%
Q2 2015$435,000
+35.1%
3,039
+34.6%
0.01%
+25.0%
Q1 2015$322,0002,2570.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders