UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,168,136
-42.4%
427,798
-38.6%
0.25%
-30.7%
Q2 2023$66,259,245
-0.0%
696,806
-1.6%
0.36%
-2.4%
Q1 2023$66,269,264
-2.5%
708,081
-4.9%
0.37%
-2.9%
Q4 2022$67,958,034
+5.2%
744,256
-5.0%
0.38%0.0%
Q3 2022$64,592,000
-10.1%
783,411
-2.9%
0.38%
-3.3%
Q2 2022$71,837,000
-15.6%
806,887
-2.9%
0.39%
-4.8%
Q1 2022$85,113,000
-5.9%
831,264
-4.0%
0.41%
-0.7%
Q4 2021$90,464,000
+3.0%
865,771
-0.7%
0.42%
-5.0%
Q3 2021$87,805,000
-4.9%
872,202
-0.4%
0.44%
-5.6%
Q2 2021$92,319,000
-5.1%
875,641
-9.3%
0.46%
-13.6%
Q1 2021$97,296,000
+11.6%
965,815
-9.9%
0.54%
+2.5%
Q4 2020$87,202,000
+7.4%
1,072,461
+61.8%
0.52%
-0.9%
Q3 2020$81,168,000
+1.6%
663,026
-0.1%
0.53%
-8.8%
Q2 2020$79,880,000
+26.2%
663,622
+0.3%
0.58%
+11.1%
Q1 2020$63,318,000
-13.9%
661,634
+44.7%
0.52%
+10.3%
Q4 2019$73,510,000
+9.4%
457,152
+2.2%
0.47%
+0.9%
Q3 2019$67,192,000
+3.5%
447,378
+2.5%
0.47%
+10.8%
Q2 2019$64,895,000
+3.7%
436,649
+2.9%
0.42%
-3.6%
Q1 2019$62,589,000
+14.7%
424,214
+2.5%
0.44%
+1.4%
Q4 2018$54,589,000
-20.2%
414,023
+1.1%
0.43%
-9.8%
Q3 2018$68,380,000
+3.1%
409,635
+0.8%
0.48%
-2.6%
Q2 2018$66,326,000
+10.3%
406,235
+1.9%
0.49%
+7.6%
Q1 2018$60,148,000
+0.9%
398,754
+3.4%
0.46%
-2.5%
Q4 2017$59,641,000
+6.6%
385,724
+2.2%
0.47%
-0.8%
Q3 2017$55,962,000
+9.8%
377,333
+3.5%
0.48%
+4.2%
Q2 2017$50,950,000
+8.1%
364,397
+7.2%
0.46%
+3.9%
Q1 2017$47,125,000
-1.3%
339,886
-0.4%
0.44%
-5.4%
Q4 2016$47,763,000
+11.6%
341,137
-0.5%
0.46%
+11.5%
Q3 2016$42,798,000
+12.8%
342,905
+5.7%
0.42%
+7.8%
Q2 2016$37,944,000
+13.9%
324,304
+10.3%
0.39%
+5.2%
Q1 2016$33,325,000
+21.2%
294,074
+15.7%
0.37%
+16.1%
Q4 2015$27,486,000
+7.4%
254,126
+4.1%
0.32%
+2.9%
Q3 2015$25,582,000
-7.1%
244,126
+4.4%
0.31%
-3.8%
Q2 2015$27,541,000
+7.7%
233,876
+6.8%
0.32%
+2.2%
Q1 2015$25,561,000
+0.3%
218,959
+1.4%
0.31%
+63.4%
Q4 2014$25,478,000
+34.8%
216,026
+22.7%
0.19%
-41.8%
Q3 2014$18,897,000
-7.8%
176,131
-0.8%
0.33%
-13.7%
Q2 2014$20,494,000
+8.3%
177,542
+6.4%
0.38%
-5.7%
Q1 2014$18,925,000
+7068.6%
166,814
+6920.8%
0.40%
+4377.8%
Q4 2013$264,000
-98.0%
2,376
-98.1%
0.01%
-97.8%
Q3 2013$12,982,000
+24.5%
127,001
+13.8%
0.41%
+49.5%
Q2 2013$10,429,000111,6110.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders