UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 62 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q3 2022
NameSharesValueWeighting ↓
MML INVESTORS SERVICES, LLC 13,445$1,791,0001.64%
PARSONS CAPITAL MANAGEMENT INC/RI 15,007$1,999,0000.27%
CHOREO, LLC 9,534$1,270,0000.26%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,539$205,0000.24%
Ironwood Financial, llc 1,307$174,0000.14%
Voya Financial Advisors, Inc. 7,114$947,0000.13%
US FINANCIAL ADVISORS, LLC 301$40,0000.07%
Brick & Kyle, Associates 450$60,0000.05%
CT Financial Advisors LLC 651$86,623,0000.05%
NATIONAL PLANNING CORP 2,551$341,0000.03%
View complete list of ISHARES TR shareholders