UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.42 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 Q4 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders