UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 165 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$269,000
-38.3%
6,110
-39.2%
0.00%
-33.3%
Q1 2019$436,000
-27.8%
10,045
-35.0%
0.00%
-40.0%
Q4 2018$604,000
-72.9%
15,444
-68.7%
0.01%
-68.8%
Q3 2018$2,225,000
-59.9%
49,360
-60.2%
0.02%
-61.0%
Q2 2018$5,543,000
-10.1%
123,972
-6.2%
0.04%
-12.8%
Q1 2018$6,165,000
-1.9%
132,209
-0.5%
0.05%
-6.0%
Q4 2017$6,282,000
+15.4%
132,917
+14.4%
0.05%
+8.7%
Q3 2017$5,443,000
+14.6%
116,139
+8.4%
0.05%
+7.0%
Q2 2017$4,748,000
+20.0%
107,132
+13.3%
0.04%
+16.2%
Q1 2017$3,958,000
+149.2%
94,577
+131.2%
0.04%
+146.7%
Q4 2016$1,588,000
-47.1%
40,905
-40.4%
0.02%
-57.1%
Q2 2015$3,000,000
+388.6%
68,613
+374.6%
0.04%
+600.0%
Q4 2014$614,000
+22.8%
14,458
+30.5%
0.01%
-44.4%
Q3 2014$500,00011,0810.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Manifold Partners, LLC 104,600$4,714,00012.63%
BigSur Wealth Management LLC 131,999$5,949,0003.72%
METLIFE INC 15,936$718,2363.71%
CKW FINANCIAL GROUP 349,414$15,741,0002.97%
EFG Asset Management (Americas) Corp. 151,305$6,927,0001.98%
Round Table Services, LLC 101,730$4,585,0001.57%
Lee Financial Co 123,465$5,565,0001.37%
Stelac Advisory Services LLC 91,882$4,141,0001.21%
Van Hulzen Asset Management, LLC 98,007$4,417,0001.18%
Palisades Hudson Asset Management, L.P. 47,819$2,155,0001.11%
View complete list of ISHARES TR shareholders