UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 136 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 2024$4,112,595
+27.5%
72,303
+29.0%
0.04%
+29.6%
Q1 2024$3,225,750
-10.7%
56,061
-10.1%
0.03%
-10.0%
Q4 2023$3,612,849
-59.0%
62,355
-61.2%
0.03%
-48.3%
Q3 2023$8,807,359
-2.7%
160,601
+1.1%
0.06%
+18.4%
Q2 2023$9,047,817
+10.8%
158,873
+11.7%
0.05%
+6.5%
Q1 2023$8,169,201
+2.4%
142,271
+0.1%
0.05%
+2.2%
Q4 2022$7,976,878
+78.4%
142,165
+72.4%
0.04%
+73.1%
Q3 2022$4,471,000
+72.3%
82,452
+79.4%
0.03%
+85.7%
Q2 2022$2,595,000
+58.6%
45,967
+63.5%
0.01%
+75.0%
Q1 2022$1,636,000
-3.1%
28,116
+3.7%
0.01%0.0%
Q4 2021$1,689,000
-10.6%
27,104
-10.9%
0.01%
-11.1%
Q3 2021$1,889,000
-6.7%
30,424
-5.9%
0.01%
-10.0%
Q2 2021$2,024,000
+4.0%
32,318
+3.1%
0.01%
-9.1%
Q1 2021$1,947,000
-32.0%
31,340
-31.2%
0.01%
-35.3%
Q4 2020$2,862,000
+4.3%
45,546
+3.5%
0.02%
-5.6%
Q3 2020$2,745,000
+103.6%
43,991
+102.9%
0.02%
+80.0%
Q2 2020$1,348,000
+19.3%
21,681
+16.1%
0.01%
+11.1%
Q1 2020$1,130,000
-5.9%
18,675
-4.8%
0.01%
+12.5%
Q4 2019$1,201,000
+9.0%
19,614
+9.1%
0.01%0.0%
Q3 2019$1,102,000
+6.1%
17,981
+5.0%
0.01%
+14.3%
Q2 2019$1,039,000
+33.0%
17,127
+30.7%
0.01%
+40.0%
Q1 2019$781,000
+40.7%
13,108
+38.1%
0.01%
+25.0%
Q4 2018$555,000
+43.0%
9,492
+41.7%
0.00%
+33.3%
Q3 2018$388,000
+45.9%
6,698
+47.2%
0.00%
+50.0%
Q2 2018$266,000
+1.1%
4,551
+0.9%
0.00%0.0%
Q1 2018$263,000
-29.9%
4,510
+46.6%
0.00%
-50.0%
Q2 2016$375,000
+9.6%
3,076
+7.3%
0.00%0.0%
Q1 2016$342,000
-55.0%
2,867
-55.4%
0.00%
-55.6%
Q4 2015$760,000
+15.0%
6,434
+14.2%
0.01%
+12.5%
Q3 2015$661,000
+61.6%
5,634
+59.1%
0.01%
+60.0%
Q2 2015$409,0003,5410.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 303,306$35,696,0006.78%
Parkside Advisors LLC 31,925$3,757,0002.68%
Pure Financial Advisors, LLC 67,471$7,941,0002.14%
WEALTHSOURCE PARTNERS, LLC 35,906$4,226,0001.44%
BAILARD, INC. 147,370$17,344,0001.41%
Boltwood Capital Management 11,650$1,371,0000.93%
AJ WEALTH STRATEGIES, LLC 17,438$2,052,0000.78%
HCR Wealth Advisors 9,655$1,136,0000.56%
Pictet North America Advisors SA 24,022$2,827,0000.47%
CAPRIN ASSET MANAGEMENT LLC /ADV 4,806$566,0000.44%
View complete list of ISHARES TR shareholders