UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 243 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$439,307
-18.7%
10,148
-11.9%
0.00%0.0%
Q2 2023$540,535
+44.0%
11,513
+46.3%
0.00%
+50.0%
Q1 2023$375,351
+1.3%
7,869
-2.6%
0.00%0.0%
Q4 2022$370,525
+9.6%
8,0830.0%0.00%0.0%
Q3 2022$338,000
-3.7%
8,083
+7.6%
0.00%0.0%
Q2 2022$351,000
-8.1%
7,5120.0%0.00%0.0%
Q1 2022$382,000
+7.0%
7,5120.0%0.00%0.0%
Q4 2021$357,000
+3.5%
7,5120.0%0.00%0.0%
Q3 2021$345,000
+1.2%
7,5120.0%0.00%0.0%
Q2 2021$341,000
+14.4%
7,512
+13.6%
0.00%0.0%
Q1 2021$298,000
-19.0%
6,614
-21.4%
0.00%0.0%
Q4 2020$368,000
+74.4%
8,419
+36.4%
0.00%0.0%
Q1 2020$211,000
-22.7%
6,173
+8.5%
0.00%0.0%
Q4 2019$273,0005,6910.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,693,603$54,720,4459.08%
Heartland Bank & Trust Co 145,796$6,683,2894.93%
Forefront Analytics, LLC 180,646$8,280,8824.41%
Independent Order of Foresters 76,251$3,495,3462.80%
BG Investment Services, Inc. 46,825$2,146,4622.34%
FORTE ASSET MANAGEMENT LLC 68,922$3,159,3772.06%
SAGE FINANCIAL GROUP INC 304,145$13,941,9871.70%
Israel Discount Bank of New York 33,979$1,5581.32%
Stelac Advisory Services LLC 63,315$2,902,3601.31%
FIFTH THIRD SECURITIES, INC. 176,666$8,098,3691.06%
View complete list of ISHARES TR shareholders