UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 97 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$349,022
-17.3%
2,763
-12.9%
0.00%0.0%
Q2 2023$422,211
-3.0%
3,173
-3.4%
0.00%0.0%
Q1 2023$435,283
-11.6%
3,284
-16.8%
0.00%
-33.3%
Q4 2022$492,616
-0.3%
3,948
-13.6%
0.00%0.0%
Q3 2022$494,000
-8.2%
4,572
+0.0%
0.00%0.0%
Q2 2022$538,000
-22.1%
4,570
-1.1%
0.00%0.0%
Q1 2022$691,0000.0%4,622
-6.2%
0.00%0.0%
Q4 2021$691,000
+7.5%
4,929
-4.6%
0.00%0.0%
Q3 2021$643,000
-3.9%
5,166
+0.7%
0.00%0.0%
Q2 2021$669,000
-8.7%
5,129
-12.2%
0.00%
-25.0%
Q1 2021$733,000
+8.8%
5,840
-1.8%
0.00%0.0%
Q4 2020$674,000
+11.4%
5,947
-3.0%
0.00%0.0%
Q3 2020$605,000
+9.6%
6,130
-0.9%
0.00%0.0%
Q2 2020$552,000
-19.7%
6,183
-37.7%
0.00%
-33.3%
Q1 2020$687,000
-93.0%
9,923
-90.1%
0.01%
-90.5%
Q4 2019$9,771,000
+5.9%
100,427
+0.4%
0.06%
-3.1%
Q3 2019$9,230,000
-1.0%
100,036
+2.0%
0.06%
+6.6%
Q2 2019$9,322,000
+4.7%
98,114
+0.7%
0.06%
-3.2%
Q1 2019$8,906,000
+11.5%
97,416
+2.4%
0.06%0.0%
Q4 2018$7,987,000
-55.6%
95,126
-47.9%
0.06%
-50.0%
Q3 2018$17,974,000
-12.8%
182,629
-12.3%
0.13%
-18.2%
Q2 2018$20,617,000
-17.9%
208,234
-20.3%
0.15%
-19.4%
Q1 2018$25,111,000
+15.7%
261,359
+23.5%
0.19%
+11.7%
Q4 2017$21,699,000
-6.9%
211,618
-13.0%
0.17%
-13.6%
Q3 2017$23,298,000
-6.5%
243,216
-12.8%
0.20%
-11.2%
Q2 2017$24,909,000
+30.9%
278,782
+30.6%
0.22%
+26.0%
Q1 2017$19,029,000
-2.4%
213,475
-9.0%
0.18%
-6.3%
Q4 2016$19,500,000
-8.3%
234,492
-12.9%
0.19%
-8.7%
Q3 2016$21,267,000
+30.8%
269,266
+25.9%
0.21%
+24.7%
Q2 2016$16,257,000
+151.4%
213,913
+143.6%
0.17%
+133.8%
Q1 2016$6,467,000
+8.8%
87,828
+4.2%
0.07%
+4.4%
Q4 2015$5,945,000
+11.2%
84,297
+2.1%
0.07%
+6.2%
Q3 2015$5,346,000
-17.6%
82,569
+2.6%
0.06%
-14.7%
Q2 2015$6,486,000
-6.2%
80,489
-1.6%
0.08%
-10.7%
Q1 2015$6,913,000
+671.5%
81,774
+651.9%
0.08%
+1100.0%
Q4 2014$896,000
-96.3%
10,876
-96.1%
0.01%
-98.3%
Q3 2014$24,262,000281,8900.42%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders