UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 96 filers reported holding ISHARES TR in Q1 2016. 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 2018$200,000
-11.9%
4,065
-7.5%
0.00%
-50.0%
Q1 2018$227,000
+3.7%
4,3950.0%0.00%0.0%
Q4 2017$219,000
-98.5%
4,395
-96.9%
0.00%
-98.6%
Q2 2016$14,156,000
-16.1%
141,564
-18.5%
0.14%
-22.6%
Q1 2016$16,879,000
+30.4%
173,671
+20.3%
0.19%
+24.8%
Q4 2015$12,945,000
+7.5%
144,367
+9.1%
0.15%
+2.8%
Q3 2015$12,045,000
+39.4%
132,294
+37.5%
0.14%
+45.0%
Q2 2015$8,640,000
+9.8%
96,230
+14.5%
0.10%
+4.2%
Q1 2015$7,866,000
-47.1%
84,062
-45.3%
0.10%
-14.3%
Q4 2014$14,860,000
+633.1%
153,542
+651.9%
0.11%
+220.0%
Q3 2014$2,027,000
+8.7%
20,420
+15.3%
0.04%0.0%
Q2 2014$1,864,000
+21.3%
17,705
+18.6%
0.04%
+6.1%
Q1 2014$1,537,000
+22.2%
14,932
+19.6%
0.03%
-17.5%
Q3 2013$1,258,000
-5.6%
12,489
-9.6%
0.04%
+14.3%
Q2 2013$1,333,00013,8200.04%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Sage Advisory Services, Ltd.Co. 1,158,247$56,673,0005.43%
Wilshire Advisors LLC 89,765$4,402,0004.13%
Checchi Capital Advisers, LLC 601,581$29,502,0003.45%
LEUTHOLD GROUP, LLC 473,428$23,217,0003.12%
Voya Financial Advisors, Inc. 830,068$40,657,0002.36%
SigFig Wealth Management, LLC 197,683$9,694,0001.72%
Family Firm, Inc. 95,956$4,706,0001.71%
FDx Advisors, Inc. 828,035$40,607,0001.65%
Compagnie Lombard Odier SCmA 644,732$31,618,0001.30%
Broadview Financial Management, LLC 31,032$1,522,0001.19%
View complete list of ISHARES TR shareholders