UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q2 2022. 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$8,643,228
+1.0%
115,613
+0.8%
0.06%
+21.3%
Q2 2023$8,554,932
+4.3%
114,662
-0.5%
0.05%
+2.2%
Q1 2023$8,199,739
-6.6%
115,262
-0.9%
0.05%
-6.1%
Q4 2022$8,775,652
+20.4%
116,280
+7.7%
0.05%
+14.0%
Q3 2022$7,290,000
+7.0%
107,919
+10.8%
0.04%
+16.2%
Q2 2022$6,815,000
-19.5%
97,387
-2.8%
0.04%
-9.8%
Q1 2022$8,468,000
-0.3%
100,175
+2.3%
0.04%
+5.1%
Q4 2021$8,493,000
+11.5%
97,969
+6.2%
0.04%
+2.6%
Q3 2021$7,616,000
+12.9%
92,257
+10.8%
0.04%
+11.8%
Q2 2021$6,747,000
+8.4%
83,251
+0.2%
0.03%0.0%
Q1 2021$6,222,000
+21.9%
83,102
+8.7%
0.03%
+9.7%
Q4 2020$5,103,000
+23.6%
76,421
+110.1%
0.03%
+14.8%
Q3 2020$4,128,000
+4.3%
36,377
+1.3%
0.03%
-6.9%
Q2 2020$3,956,000
+13.6%
35,916
+0.4%
0.03%0.0%
Q1 2020$3,481,000
-36.9%
35,784
-10.9%
0.03%
-19.4%
Q4 2019$5,520,000
+8.7%
40,158
+1.8%
0.04%
+2.9%
Q3 2019$5,076,000
+0.2%
39,435
-2.2%
0.04%
+6.1%
Q2 2019$5,066,000
+249.6%
40,336
+228.8%
0.03%
+230.0%
Q1 2019$1,449,000
+9.6%
12,268
-1.3%
0.01%
-9.1%
Q4 2018$1,322,000
-85.7%
12,425
-83.6%
0.01%
-83.1%
Q3 2018$9,226,000
-34.7%
75,954
-37.0%
0.06%
-38.1%
Q2 2018$14,125,000
-22.7%
120,535
-22.3%
0.10%
-24.5%
Q1 2018$18,279,000
+38.7%
155,153
+41.1%
0.14%
+33.7%
Q4 2017$13,183,000
-19.0%
109,945
-24.2%
0.10%
-24.6%
Q3 2017$16,266,000
-9.6%
145,073
-13.3%
0.14%
-14.3%
Q2 2017$17,988,000
+36.9%
167,300
+32.5%
0.16%
+32.0%
Q1 2017$13,138,000
+14.8%
126,265
+11.9%
0.12%
+9.9%
Q4 2016$11,445,000
-68.3%
112,802
-71.9%
0.11%
-68.3%
Q3 2016$36,067,000
+72.3%
400,746
+64.6%
0.35%
+64.3%
Q2 2016$20,934,000
+5094.5%
243,415
+5013.8%
0.21%
+5225.0%
Q1 2016$403,000
-98.5%
4,760
-98.4%
0.00%
-98.7%
Q4 2015$26,651,000
+1814.6%
301,550
+1722.4%
0.31%
+1705.9%
Q3 2015$1,392,000
-94.1%
16,547
-93.7%
0.02%
-93.8%
Q2 2015$23,675,000
-6.4%
263,823
-7.4%
0.27%
-11.3%
Q1 2015$25,289,000
-51.7%
284,976
-50.9%
0.31%
-21.4%
Q4 2014$52,320,000
+110.7%
580,036
+95.6%
0.39%
-8.8%
Q3 2014$24,830,000
+6186.1%
296,588
+6040.5%
0.43%
+5287.5%
Q1 2014$395,000
+4.8%
4,830
-6.2%
0.01%
-33.3%
Q3 2013$377,0005,1490.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders