UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 236 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.82 and the average weighting 1.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,857,505
-16.4%
214,978
-13.1%
0.13%
+0.8%
Q2 2023$23,742,202
+8.3%
247,469
+2.9%
0.13%
+5.7%
Q1 2023$21,921,175
-66.8%
240,469
-69.1%
0.12%
-67.1%
Q4 2022$66,113,368
+177.7%
778,904
+154.7%
0.37%
+163.1%
Q3 2022$23,805,000
-17.2%
305,856
-10.7%
0.14%
-10.8%
Q2 2022$28,748,000
-7.1%
342,686
+10.5%
0.16%
+5.3%
Q1 2022$30,950,000
-9.3%
310,185
-3.8%
0.15%
-4.5%
Q4 2021$34,105,000
+5.1%
322,417
-0.7%
0.16%
-3.1%
Q3 2021$32,444,000
-3.6%
324,700
-2.4%
0.16%
-4.7%
Q2 2021$33,665,000
+1.1%
332,695
-4.9%
0.17%
-7.6%
Q1 2021$33,297,000
+4.6%
349,943
-0.3%
0.18%
-4.2%
Q4 2020$31,832,000
+13.1%
350,883
-0.4%
0.19%
+4.3%
Q3 2020$28,143,000
+8.9%
352,134
+0.4%
0.18%
-2.1%
Q2 2020$25,843,000
+21.4%
350,557
+3.0%
0.19%
+6.8%
Q1 2020$21,287,000
-21.3%
340,216
-0.3%
0.18%
+1.1%
Q4 2019$27,033,000
+6.8%
341,112
-0.6%
0.17%
-1.7%
Q3 2019$25,310,000
+22.9%
343,184
+22.8%
0.18%
+31.1%
Q2 2019$20,598,000
+4.2%
279,452
+2.0%
0.14%
-2.9%
Q1 2019$19,762,000
+15.0%
273,899
+2.2%
0.14%
+1.5%
Q4 2018$17,187,000
-15.6%
267,882
-2.3%
0.14%
-4.2%
Q3 2018$20,352,000
+19.3%
274,062
+14.3%
0.14%
+12.6%
Q2 2018$17,058,000
+3.7%
239,850
+4.5%
0.13%
+1.6%
Q1 2018$16,457,000
+5.9%
229,530
+6.4%
0.12%
+1.6%
Q4 2017$15,547,000
+7.0%
215,655
+2.2%
0.12%0.0%
Q3 2017$14,525,000
+6.6%
211,053
+1.3%
0.12%
+0.8%
Q2 2017$13,631,000
+5.2%
208,246
+1.6%
0.12%
+0.8%
Q1 2017$12,961,000
+5.8%
204,887
-1.0%
0.12%
+1.7%
Q4 2016$12,250,000
+9.9%
207,024
+9.7%
0.12%
+10.2%
Q3 2016$11,150,000
+8.4%
188,655
+2.7%
0.11%
+2.9%
Q2 2016$10,284,000
-1.4%
183,645
-1.3%
0.10%
-8.7%
Q1 2016$10,429,000
+21.1%
186,037
+20.6%
0.12%
+16.2%
Q4 2015$8,610,000
+24.7%
154,252
+20.5%
0.10%
+19.3%
Q3 2015$6,907,000
+15.2%
128,051
+27.0%
0.08%
+20.3%
Q2 2015$5,995,000
+26.5%
100,848
+31.4%
0.07%
+19.0%
Q1 2015$4,740,000
-29.6%
76,769
-33.3%
0.06%
+13.7%
Q4 2014$6,732,000
+161.9%
115,088
+163.8%
0.05%
+13.3%
Q3 2014$2,570,000
+52.8%
43,633
+56.3%
0.04%
+45.2%
Q2 2014$1,682,000
+440.8%
27,919
+422.4%
0.03%
+342.9%
Q1 2014$311,0005,3440.01%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders