UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 98 filers reported holding ISHARES TR in Q1 2016. 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
Q4 2022$387,162
+64.7%
7,884
+100.3%
0.00%
+100.0%
Q4 2021$235,000
-31.1%
3,936
-30.6%
0.00%
-50.0%
Q3 2021$341,000
+62.4%
5,669
+187.6%
0.00%0.0%
Q4 2015$210,000
-1.4%
1,971
+0.2%
0.00%
-33.3%
Q3 2015$213,000
-96.9%
1,968
-96.8%
0.00%
-96.5%
Q1 2015$6,962,000
-58.8%
62,110
-58.9%
0.08%
-33.1%
Q4 2014$16,898,000
+72.5%
151,128
+70.5%
0.13%
-25.3%
Q3 2014$9,797,000
-12.9%
88,647
-12.2%
0.17%
-18.7%
Q2 2014$11,254,000
-9.5%
100,983
-11.0%
0.21%
-21.1%
Q1 2014$12,429,000
-8.1%
113,497
-10.3%
0.26%
-42.4%
Q4 2013$13,522,000
-21.2%
126,491
-21.0%
0.46%
-15.9%
Q3 2013$17,161,000
-20.0%
160,163
-19.8%
0.55%
-4.0%
Q2 2013$21,451,000199,6400.57%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders