UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,068,183
+4.6%
68,596
+7.3%
0.01%
+27.3%
Q2 2023$1,976,901
-7.3%
63,915
-6.5%
0.01%
-8.3%
Q1 2023$2,133,354
+3.0%
68,333
+0.7%
0.01%0.0%
Q4 2022$2,071,847
-24.6%
67,863
-21.7%
0.01%
-25.0%
Q3 2022$2,746,000
-10.1%
86,697
-6.6%
0.02%
-5.9%
Q2 2022$3,054,000
-12.9%
92,869
-3.5%
0.02%0.0%
Q1 2022$3,506,000
-9.7%
96,269
-2.2%
0.02%
-5.6%
Q4 2021$3,882,000
-4.3%
98,450
-5.8%
0.02%
-10.0%
Q3 2021$4,057,000
+3.5%
104,533
+4.9%
0.02%0.0%
Q2 2021$3,919,000
+3.2%
99,621
+0.7%
0.02%
-4.8%
Q1 2021$3,798,000
-6.8%
98,894
-6.5%
0.02%
-16.0%
Q4 2020$4,073,000
-44.3%
105,753
-47.3%
0.02%
-47.9%
Q3 2020$7,312,000
-32.9%
200,599
-36.2%
0.05%
-39.2%
Q2 2020$10,900,000
+33.3%
314,653
+22.5%
0.08%
+16.2%
Q1 2020$8,175,000
-65.8%
256,757
-59.6%
0.07%
-55.8%
Q4 2019$23,871,000
+30.6%
635,029
+30.4%
0.15%
+20.3%
Q3 2019$18,277,000
+27.1%
486,994
+24.8%
0.13%
+36.2%
Q2 2019$14,379,000
-18.2%
390,214
-18.9%
0.09%
-24.2%
Q1 2019$17,583,000
+228.8%
481,070
+208.0%
0.12%
+195.2%
Q4 2018$5,347,000
-84.3%
156,205
-83.0%
0.04%
-82.5%
Q3 2018$34,076,000
+465.1%
917,749
+473.9%
0.24%
+433.3%
Q2 2018$6,030,000
-13.2%
159,915
-13.6%
0.04%
-15.1%
Q1 2018$6,948,000
-61.7%
184,997
-61.2%
0.05%
-62.9%
Q4 2017$18,135,000
-0.7%
476,235
+1.2%
0.14%
-7.7%
Q3 2017$18,260,000
+10.8%
470,507
+11.8%
0.16%
+4.7%
Q2 2017$16,487,000
+29.8%
420,907
+28.2%
0.15%
+25.4%
Q1 2017$12,703,000
-1.8%
328,236
-5.6%
0.12%
-6.3%
Q4 2016$12,940,000
-51.9%
347,760
-48.9%
0.13%
-51.7%
Q3 2016$26,888,000
-1.8%
680,716
-0.6%
0.26%
-6.5%
Q2 2016$27,390,000
+55.5%
684,749
+51.7%
0.28%
+43.8%
Q1 2016$17,619,000
-0.6%
451,429
-1.0%
0.19%
-4.9%
Q4 2015$17,721,000
-5.4%
456,146
-6.0%
0.20%
-9.3%
Q3 2015$18,737,000
+41.7%
485,402
+43.8%
0.22%
+47.1%
Q2 2015$13,224,000
+51.9%
337,618
+54.9%
0.15%
+44.3%
Q1 2015$8,705,000
-46.3%
217,960
-47.0%
0.11%
-13.1%
Q4 2014$16,209,000
+109.2%
410,975
+109.6%
0.12%
-9.6%
Q3 2014$7,747,000
-17.8%
196,036
-17.0%
0.14%
-22.9%
Q2 2014$9,426,000
+37.6%
236,189
+34.5%
0.18%
+19.9%
Q1 2014$6,852,000
+14.8%
175,565
+8.3%
0.15%
-28.1%
Q4 2013$5,970,000
+3.3%
162,090
+6.6%
0.20%
+10.3%
Q3 2013$5,779,000
-67.1%
152,075
-66.0%
0.18%
-60.5%
Q2 2013$17,561,000447,0830.47%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders