UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 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$3,498,610
-4.4%
34,677
+0.5%
0.02%
+15.0%
Q2 2023$3,660,339
+3.2%
34,518
-2.5%
0.02%0.0%
Q1 2023$3,546,112
-9.0%
35,404
-12.4%
0.02%
-9.1%
Q4 2022$3,896,547
+11.6%
40,395
-3.0%
0.02%
+4.8%
Q3 2022$3,490,000
-8.8%
41,659
-4.1%
0.02%0.0%
Q2 2022$3,828,000
-14.4%
43,436
+2.4%
0.02%
-4.5%
Q1 2022$4,474,000
-0.0%
42,435
+6.9%
0.02%
+4.8%
Q4 2021$4,475,000
+11.3%
39,696
+5.8%
0.02%
+5.0%
Q3 2021$4,020,000
-3.3%
37,509
+0.3%
0.02%
-4.8%
Q2 2021$4,158,000
+3.8%
37,415
-1.3%
0.02%
-4.5%
Q1 2021$4,006,000
+8.9%
37,905
+0.0%
0.02%0.0%
Q4 2020$3,680,000
+16.4%
37,904
+100.4%
0.02%
+4.8%
Q3 2020$3,162,000
+7.9%
18,917
-2.6%
0.02%0.0%
Q2 2020$2,930,000
+11.4%
19,426
-8.3%
0.02%
-4.5%
Q1 2020$2,630,000
-23.4%
21,179
+3.4%
0.02%0.0%
Q4 2019$3,433,000
+11.2%
20,478
+5.4%
0.02%0.0%
Q3 2019$3,086,000
+0.7%
19,430
+0.3%
0.02%
+10.0%
Q2 2019$3,066,000
+28.0%
19,375
+22.7%
0.02%
+17.6%
Q1 2019$2,396,000
+17.1%
15,786
-0.8%
0.02%
+6.2%
Q4 2018$2,046,000
-16.6%
15,919
+1.3%
0.02%
-5.9%
Q3 2018$2,453,000
+17.9%
15,710
+8.5%
0.02%
+6.2%
Q2 2018$2,081,000
+7.5%
14,481
+8.5%
0.02%
+6.7%
Q1 2018$1,936,000
+58.2%
13,346
+61.1%
0.02%
+50.0%
Q4 2017$1,224,000
+6.1%
8,283
-0.5%
0.01%0.0%
Q3 2017$1,154,000
+6.4%
8,327
+0.9%
0.01%0.0%
Q2 2017$1,085,000
-10.6%
8,249
-14.4%
0.01%
-9.1%
Q1 2017$1,214,000
-90.7%
9,637
-91.1%
0.01%
-91.3%
Q4 2016$13,096,000
-14.0%
108,605
-18.5%
0.13%
-14.2%
Q3 2016$15,235,000
+45.6%
133,232
+40.1%
0.15%
+38.3%
Q2 2016$10,462,000
+1119.3%
95,107
+1086.6%
0.11%
+1088.9%
Q1 2016$858,000
-92.9%
8,015
-93.2%
0.01%
-93.6%
Q4 2015$12,141,000
+1576.9%
117,967
+1470.6%
0.14%
+1455.6%
Q3 2015$724,000
+12.2%
7,511
+22.7%
0.01%
+28.6%
Q2 2015$645,000
-97.3%
6,119
-97.3%
0.01%
-97.6%
Q1 2015$24,057,000
-53.0%
224,184
-53.3%
0.29%
-23.6%
Q4 2014$51,190,000
+106.7%
480,252
+96.1%
0.38%
-10.5%
Q3 2014$24,768,000
-30.2%
244,913
-28.5%
0.43%
-34.7%
Q2 2014$35,509,000
+5949.2%
342,751
+5777.1%
0.66%
+4969.2%
Q1 2014$587,000
-99.0%
5,832
-99.0%
0.01%
-99.4%
Q4 2013$59,418,000
+12.2%
586,094
+0.2%
2.02%
+19.8%
Q3 2013$52,938,000
+22.6%
584,818
+12.4%
1.69%
+47.2%
Q2 2013$43,166,000520,5091.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders