UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 68 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 2.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$231,000
+11.1%
3,642
-1.8%
0.00%
+50.0%
Q2 2015$208,000
-98.3%
3,709
-98.2%
0.00%
-98.6%
Q1 2015$11,964,000
+42.4%
203,093
+42.4%
0.15%
+131.7%
Q4 2014$8,404,000142,6620.06%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 322,556$19,382,0008.01%
Ascension Capital Advisors, Inc. 57,286$3,442,0003.01%
PACIFIC SUN FINANCIAL CORP 32,885$1,976,0001.78%
INTERACTIVE FINANCIAL ADVISORS, INC. 34,812$2,092,0001.03%
Keeley-Teton Advisors, LLC 69,342$4,167,0000.66%
Courage Miller Partners, LLC 16,937$1,017,0000.55%
Continuum Advisory, LLC 12,876$802,0000.50%
Financial Insights, Inc. 8,625$373,0000.33%
Disciplined Investments, LLC 6,908$415,0000.32%
BEAM WEALTH ADVISORS, INC. 4,387$268,0000.27%
View complete list of ISHARES TR shareholders