UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 66 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$207,000
-3.3%
4,849
+0.2%
0.00%0.0%
Q2 2022$214,000
-17.4%
4,838
+0.1%
0.00%0.0%
Q1 2022$259,000
-6.2%
4,832
+0.2%
0.00%0.0%
Q4 2021$276,000
+2.2%
4,824
+0.2%
0.00%0.0%
Q3 2021$270,000
-4.3%
4,812
+0.2%
0.00%0.0%
Q2 2021$282,000
+4.4%
4,802
+300.5%
0.00%0.0%
Q1 2021$270,000
+14.4%
1,199
+0.2%
0.00%0.0%
Q4 2020$236,0001,1970.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,164$1,514,3560.78%
Richwood Investment Advisors, LLC 13,442$632,8820.64%
Goldstein Advisors, LLC 41,210$1,940,2580.40%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,934$279,4060.24%
Gladstone Institutional Advisory LLC 42,042$1,979,4380.13%
Aveo Capital Partners, LLC 19,643$924,8440.12%
FLAGSTAR ADVISORS INC 6,485$306,8490.12%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,837$1,028,1420.10%
AVANTAX ADVISORY SERVICES, INC. 183,838$8,655,5320.10%
Atria Wealth Solutions, Inc. 63,312$2,981,4740.04%
View complete list of ISHARES TR shareholders