UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,145,316
-6.3%
46,577
-6.3%
0.03%
+13.3%
Q2 2023$5,492,461
-31.6%
49,728
-31.6%
0.03%
-33.3%
Q1 2023$8,035,719
-25.9%
72,721
-26.2%
0.04%
-26.2%
Q4 2022$10,837,548
+49.2%
98,595
+49.3%
0.06%
+41.9%
Q3 2022$7,264,000
+205.7%
66,037
+206.1%
0.04%
+230.8%
Q2 2022$2,376,000
+23.9%
21,577
+24.0%
0.01%
+44.4%
Q1 2022$1,918,000
-11.5%
17,400
-11.4%
0.01%
-10.0%
Q4 2021$2,167,000
-3.3%
19,628
-3.2%
0.01%
-9.1%
Q3 2021$2,240,000
+3.3%
20,274
+3.3%
0.01%0.0%
Q2 2021$2,169,000
-9.1%
19,632
-9.1%
0.01%
-15.4%
Q1 2021$2,387,000
-3.4%
21,599
-3.4%
0.01%
-13.3%
Q4 2020$2,471,000
-23.3%
22,358
-23.2%
0.02%
-28.6%
Q3 2020$3,222,000
+21.4%
29,108
+21.4%
0.02%
+10.5%
Q2 2020$2,655,000
-62.9%
23,974
-62.8%
0.02%
-67.8%
Q1 2020$7,151,000
-2.6%
64,408
-3.1%
0.06%
+25.5%
Q4 2019$7,339,000
+0.7%
66,436
+0.8%
0.05%
-7.8%
Q3 2019$7,291,000
-35.1%
65,910
-35.0%
0.05%
-30.1%
Q2 2019$11,226,000
+4.2%
101,457
+4.1%
0.07%
-3.9%
Q1 2019$10,772,000
+38.6%
97,423
+38.3%
0.08%
+22.6%
Q4 2018$7,770,000
+1341.6%
70,440
+1343.4%
0.06%
+1450.0%
Q3 2018$539,000
-98.1%
4,880
-98.1%
0.00%
-98.1%
Q1 2018$28,281,000
+3479.9%
256,240
+64770.9%
0.22%
+2985.7%
Q2 2017$790,000
+211.0%
395
-82.9%
0.01%
+133.3%
Q4 2015$254,000
-13.6%
2,309
-13.3%
0.00%
-25.0%
Q3 2015$294,000
-71.5%
2,664
-71.5%
0.00%
-66.7%
Q2 2015$1,032,000
-83.4%
9,357
-83.4%
0.01%
-84.2%
Q1 2015$6,225,000
+26.1%
56,451
+26.1%
0.08%
+105.4%
Q4 2014$4,935,000
-69.1%
44,756
-69.1%
0.04%
-89.1%
Q1 2014$15,948,000
+3733.7%
144,628
+3732.2%
0.34%
+2515.4%
Q3 2013$416,000
-98.8%
3,774
-98.8%
0.01%
-98.6%
Q2 2013$34,567,000313,6160.92%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders