UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 60 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,181$341,0000.37%
PARSONS CAPITAL MANAGEMENT INC/RI 15,077$2,355,0000.31%
Aveo Capital Partners, LLC 5,889$920,0000.26%
CHOREO, LLC 9,665$1,510,0000.24%
Ironwood Financial, llc 1,307$204,0000.14%
Private Advisor Group, LLC 20,136$3,171,0000.10%
Voya Financial Advisors, Inc. 6,993$1,096,0000.10%
CT Financial Advisors LLC 660$103,043,0000.06%
MSI Financial Services Inc 9,772$1,527,0000.05%
COMERICA SECURITIES INC 1,440$200,0000.05%
View complete list of ISHARES TR shareholders