UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. 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$2,279,215
-4.9%
12,220
+2.1%
0.02%
+15.4%
Q2 2023$2,397,138
-10.2%
11,968
-10.7%
0.01%
-13.3%
Q1 2023$2,669,528
-57.3%
13,399
-56.5%
0.02%
-57.1%
Q4 2022$6,246,150
+13.1%
30,803
+0.3%
0.04%
+6.1%
Q3 2022$5,521,000
-9.8%
30,703
-2.2%
0.03%
-2.9%
Q2 2022$6,118,000
-2.2%
31,384
+0.5%
0.03%
+13.3%
Q1 2022$6,256,000
+0.6%
31,223
+0.5%
0.03%
+3.4%
Q4 2021$6,218,000
+12.0%
31,061
+0.5%
0.03%
+3.6%
Q3 2021$5,550,000
+0.3%
30,903
+2.7%
0.03%0.0%
Q2 2021$5,533,000
+5.5%
30,088
+1.5%
0.03%
-3.4%
Q1 2021$5,247,000
+7.9%
29,646
+5.8%
0.03%0.0%
Q4 2020$4,861,000
+151.2%
28,033
+116.4%
0.03%
+123.1%
Q3 2020$1,935,000
+14.3%
12,953
-2.4%
0.01%
+8.3%
Q2 2020$1,693,000
+19.5%
13,273
+1.3%
0.01%0.0%
Q1 2020$1,417,000
-20.6%
13,099
-2.4%
0.01%0.0%
Q4 2019$1,785,000
+10.0%
13,416
+4.6%
0.01%
+9.1%
Q3 2019$1,623,000
+4.0%
12,829
-0.2%
0.01%
+10.0%
Q2 2019$1,561,000
+5.5%
12,849
+3.7%
0.01%0.0%
Q1 2019$1,480,000
+4.5%
12,393
-6.8%
0.01%
-9.1%
Q4 2018$1,416,000
-75.5%
13,300
-72.6%
0.01%
-73.2%
Q3 2018$5,777,000
-26.9%
48,599
-27.3%
0.04%
-30.5%
Q2 2018$7,903,000
-21.1%
66,823
-20.7%
0.06%
-22.4%
Q1 2018$10,021,000
+31.2%
84,274
+40.0%
0.08%
+26.7%
Q4 2017$7,639,000
-0.3%
60,198
-5.2%
0.06%
-7.7%
Q3 2017$7,659,000
-20.2%
63,467
-19.5%
0.06%
-24.4%
Q2 2017$9,593,000
-19.5%
78,806
-21.5%
0.09%
-22.5%
Q1 2017$11,918,000
-23.8%
100,359
-28.9%
0.11%
-27.0%
Q4 2016$15,638,000
-17.5%
141,241
-15.1%
0.15%
-17.4%
Q3 2016$18,958,000
+41.1%
166,442
+42.5%
0.18%
+34.3%
Q2 2016$13,435,000
+52.0%
116,823
+48.8%
0.14%
+41.2%
Q1 2016$8,838,000
-44.5%
78,535
-46.5%
0.10%
-47.0%
Q4 2015$15,928,000
+2646.2%
146,897
+2500.4%
0.18%
+2514.3%
Q3 2015$580,000
+25.5%
5,649
+28.2%
0.01%
+40.0%
Q2 2015$462,000
+17.6%
4,405
+17.8%
0.01%0.0%
Q1 2015$393,0003,7400.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders