UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,567,475
-11.7%
21,303
-1.8%
0.01%0.0%
Q2 2023$1,774,220
-2.3%
21,7030.0%0.01%0.0%
Q1 2023$1,816,758
-7.8%
21,703
-4.7%
0.01%
-9.1%
Q4 2022$1,971,468
+1.3%
22,781
-5.0%
0.01%0.0%
Q3 2022$1,946,000
-9.7%
23,981
-4.8%
0.01%
-8.3%
Q2 2022$2,155,000
-6.3%
25,181
-0.3%
0.01%
+9.1%
Q1 2022$2,299,000
+1.7%
25,261
-1.2%
0.01%
+10.0%
Q4 2021$2,261,000
+11.9%
25,573
-0.1%
0.01%0.0%
Q3 2021$2,021,000
+0.6%
25,5960.0%0.01%0.0%
Q2 2021$2,009,000
-10.5%
25,596
-9.3%
0.01%
-16.7%
Q1 2021$2,245,000
+37.5%
28,216
+34.1%
0.01%
+20.0%
Q4 2020$1,633,000
+6.2%
21,048
+100.0%
0.01%0.0%
Q3 2020$1,537,000
+4.2%
10,5240.0%0.01%
-9.1%
Q2 2020$1,475,000
+1.5%
10,5240.0%0.01%
-8.3%
Q1 2020$1,453,000
-12.8%
10,524
+1.8%
0.01%
+9.1%
Q4 2019$1,667,000
+6.6%
10,338
+7.6%
0.01%0.0%
Q3 2019$1,564,000
+0.6%
9,605
-6.9%
0.01%
+10.0%
Q2 2019$1,555,000
+3.6%
10,315
+1.3%
0.01%
-9.1%
Q1 2019$1,501,000
-2.0%
10,186
-10.8%
0.01%
-8.3%
Q4 2018$1,532,000
-83.9%
11,415
-84.0%
0.01%
-82.1%
Q3 2018$9,545,000
+738.8%
71,191
+725.5%
0.07%
+737.5%
Q2 2018$1,138,000
+1.0%
8,624
-2.5%
0.01%
-11.1%
Q1 2018$1,127,000
-91.6%
8,843
-91.3%
0.01%
-91.5%
Q4 2017$13,481,000
-6.2%
101,457
-6.2%
0.11%
-13.1%
Q3 2017$14,377,000
-17.5%
108,171
-19.3%
0.12%
-21.8%
Q2 2017$17,425,000
+30.8%
134,006
+29.2%
0.16%
+25.8%
Q1 2017$13,319,000
+15.7%
103,715
+9.8%
0.12%
+10.7%
Q4 2016$11,512,000
-66.2%
94,488
-66.0%
0.11%
-66.2%
Q3 2016$34,045,000
+1.9%
277,761
+9.0%
0.33%
-2.6%
Q2 2016$33,397,000
+45.5%
254,940
+37.4%
0.34%
+34.4%
Q1 2016$22,951,000
+462.5%
185,570
+390.8%
0.25%
+438.3%
Q4 2015$4,080,000
+34.9%
37,807
+34.9%
0.05%
+30.6%
Q3 2015$3,024,000
-59.8%
28,025
-61.4%
0.04%
-58.6%
Q2 2015$7,520,000
-78.4%
72,548
-76.8%
0.09%
-79.5%
Q1 2015$34,748,000
-60.1%
312,873
-57.5%
0.42%
-35.0%
Q4 2014$87,006,000
+129.4%
735,658
+104.2%
0.65%
-0.8%
Q3 2014$37,931,000
-20.4%
360,320
-15.8%
0.66%
-25.5%
Q2 2014$47,654,000
+1088.1%
427,892
+1011.4%
0.88%
+940.0%
Q1 2014$4,011,000
+1472.9%
38,501
+1346.9%
0.08%
+844.4%
Q4 2013$255,000
-99.5%
2,661
-99.5%
0.01%
-99.5%
Q3 2013$52,055,000
+23.3%
554,427
+24.3%
1.66%
+48.0%
Q2 2013$42,202,000446,2051.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders