UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$286,185
-10.8%
4,507
-6.7%
0.00%0.0%
Q2 2023$320,812
-12.1%
4,829
-10.2%
0.00%0.0%
Q1 2023$364,805
+0.5%
5,375
-4.0%
0.00%0.0%
Q4 2022$362,827
+11.0%
5,600
+0.2%
0.00%0.0%
Q3 2022$327,000
-15.5%
5,5890.0%0.00%0.0%
Q2 2022$387,000
-7.6%
5,589
+0.1%
0.00%0.0%
Q1 2022$419,000
-9.3%
5,5850.0%0.00%0.0%
Q4 2021$462,000
-2.3%
5,585
+0.3%
0.00%0.0%
Q3 2021$473,000
-10.1%
5,5680.0%0.00%
-33.3%
Q2 2021$526,000
+1.9%
5,568
+0.1%
0.00%0.0%
Q1 2021$516,000
+1.2%
5,565
-2.2%
0.00%0.0%
Q4 2020$510,000
+16.2%
5,690
+0.1%
0.00%0.0%
Q3 2020$439,000
+6.0%
5,683
-5.0%
0.00%0.0%
Q2 2020$414,000
-73.4%
5,980
-77.1%
0.00%
-76.9%
Q1 2020$1,559,000
-22.7%
26,102
-4.9%
0.01%0.0%
Q4 2019$2,018,000
+10.2%
27,461
-0.5%
0.01%0.0%
Q3 2019$1,831,000
-2.7%
27,606
+2.4%
0.01%
+8.3%
Q2 2019$1,882,000
-3.8%
26,971
-2.5%
0.01%
-14.3%
Q1 2019$1,956,000
+13.8%
27,671
+2.3%
0.01%0.0%
Q4 2018$1,719,000
-13.7%
27,056
-4.1%
0.01%0.0%
Q3 2018$1,993,000
-1.9%
28,223
-0.4%
0.01%
-6.7%
Q2 2018$2,031,000
-15.6%
28,338
-8.6%
0.02%
-16.7%
Q1 2018$2,405,000
+7.7%
31,020
+5.5%
0.02%0.0%
Q4 2017$2,234,000
+17.4%
29,398
+11.6%
0.02%
+12.5%
Q3 2017$1,903,000
+7.9%
26,345
+0.8%
0.02%0.0%
Q2 2017$1,764,000
+6.3%
26,147
-0.8%
0.02%
+6.7%
Q1 2017$1,659,000
+4.5%
26,355
-8.8%
0.02%0.0%
Q4 2016$1,587,000
-73.9%
28,891
-71.2%
0.02%
-74.6%
Q3 2016$6,078,000
+267.0%
100,436
+233.5%
0.06%
+247.1%
Q2 2016$1,656,000
+0.2%
30,115
-0.5%
0.02%
-5.6%
Q1 2016$1,653,000
-48.0%
30,265
-49.2%
0.02%
-51.4%
Q4 2015$3,181,000
+8.6%
59,567
+7.3%
0.04%
+5.7%
Q3 2015$2,928,000
+47.6%
55,516
+76.3%
0.04%
+52.2%
Q2 2015$1,984,000
+0.4%
31,493
+8.6%
0.02%
-4.2%
Q1 2015$1,976,000
-30.9%
29,008
-38.2%
0.02%
+14.3%
Q4 2014$2,860,000
+140.9%
46,946
+142.5%
0.02%0.0%
Q3 2014$1,187,000
-2.5%
19,362
-0.3%
0.02%
-8.7%
Q2 2014$1,217,000
+5.5%
19,412
-0.6%
0.02%
-8.0%
Q1 2014$1,154,000
-17.4%
19,529
-15.7%
0.02%
-47.9%
Q4 2013$1,397,000
-59.0%
23,159
-62.8%
0.05%
-46.7%
Q2 2013$3,406,00062,1890.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders