UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,462,701
-2.7%
42,443
+1.0%
0.08%
+17.2%
Q2 2023$11,776,510
+2.1%
42,021
-0.6%
0.06%0.0%
Q1 2023$11,539,630
-8.2%
42,260
-4.6%
0.06%
-8.6%
Q4 2022$12,568,400
+10.5%
44,300
-1.5%
0.07%
+4.5%
Q3 2022$11,374,000
-0.3%
44,957
+6.0%
0.07%
+6.3%
Q2 2022$11,410,000
-7.6%
42,430
-0.7%
0.06%
+5.0%
Q1 2022$12,342,000
-0.7%
42,736
+3.3%
0.06%
+5.3%
Q4 2021$12,432,000
+11.8%
41,390
+2.7%
0.06%
+1.8%
Q3 2021$11,121,000
+0.9%
40,305
-0.2%
0.06%0.0%
Q2 2021$11,022,000
+5.3%
40,396
-2.6%
0.06%
-3.4%
Q1 2021$10,470,000
+6.0%
41,477
+3.2%
0.06%
-3.3%
Q4 2020$9,879,000
+18.5%
40,173
+9.4%
0.06%
+11.1%
Q3 2020$8,340,000
+5.2%
36,707
-0.2%
0.05%
-6.9%
Q2 2020$7,931,000
+26.0%
36,781
+9.8%
0.06%
+11.5%
Q1 2020$6,293,000
-19.2%
33,511
-7.5%
0.05%
+4.0%
Q4 2019$7,789,000
+19.7%
36,216
+5.2%
0.05%
+8.7%
Q3 2019$6,507,000
-8.5%
34,421
-5.4%
0.05%0.0%
Q2 2019$7,108,000
+67.1%
36,403
+65.9%
0.05%
+53.3%
Q1 2019$4,253,000
+4.2%
21,949
-2.8%
0.03%
-6.2%
Q4 2018$4,081,000
-68.7%
22,571
-64.9%
0.03%
-65.2%
Q3 2018$13,029,000
-22.5%
64,215
-31.9%
0.09%
-26.4%
Q2 2018$16,807,000
-18.1%
94,325
-20.7%
0.12%
-19.9%
Q1 2018$20,519,000
+22.4%
118,876
+24.4%
0.16%
+18.2%
Q4 2017$16,762,000
-1.8%
95,554
-3.8%
0.13%
-9.0%
Q3 2017$17,064,000
-14.7%
99,288
-17.5%
0.14%
-19.0%
Q2 2017$19,997,000
+33.7%
120,277
+25.2%
0.18%
+28.8%
Q1 2017$14,959,000
+21.9%
96,077
+12.9%
0.14%
+16.8%
Q4 2016$12,268,000
-71.8%
85,119
-70.6%
0.12%
-71.8%
Q3 2016$43,456,000
+41.6%
289,299
+39.5%
0.42%
+34.8%
Q2 2016$30,695,000
+550.2%
207,396
+517.5%
0.31%
+501.9%
Q1 2016$4,721,000
+3.4%
33,588
+10.4%
0.05%
-1.9%
Q4 2015$4,566,000
+45.4%
30,437
+35.6%
0.05%
+39.5%
Q3 2015$3,141,000
-88.3%
22,445
-86.7%
0.04%
-87.8%
Q2 2015$26,820,000
+1.2%
168,979
-3.3%
0.31%
-4.0%
Q1 2015$26,502,000
-50.8%
174,795
-53.2%
0.32%
-20.0%
Q4 2014$53,864,000
+101.8%
373,720
+88.1%
0.40%
-12.7%
Q3 2014$26,698,000
-28.7%
198,718
-32.0%
0.46%
-33.2%
Q2 2014$37,454,000
-56.2%
292,127
-57.9%
0.70%
-61.8%
Q1 2014$85,448,000
+48.8%
694,531
+40.9%
1.82%
-6.8%
Q4 2013$57,414,000
+9.5%
492,864
+0.5%
1.95%
+16.9%
Q3 2013$52,455,000490,6041.67%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders