UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q1 2016. 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
Q3 2018$8,548,000
+409.4%
287,415
+362.8%
0.06%
+361.5%
Q1 2018$1,678,000
-7.9%
62,101
+0.3%
0.01%
-7.1%
Q4 2017$1,821,000
-85.7%
61,920
-84.3%
0.01%
-88.2%
Q1 2017$12,728,000
+21.5%
393,570
+21.1%
0.12%
+16.7%
Q3 2016$10,472,000
-3.1%
325,027
-0.8%
0.10%
-7.3%
Q2 2016$10,809,000
+70.8%
327,541
+59.0%
0.11%
+57.1%
Q1 2016$6,328,000
-10.9%
205,936
-16.5%
0.07%
-14.6%
Q4 2015$7,104,000
-15.8%
246,753
-21.0%
0.08%
-18.8%
Q3 2015$8,438,000
+43.8%
312,525
+56.0%
0.10%
+48.5%
Q2 2015$5,866,000200,3540.07%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders