UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q3 2021. 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
Q4 2021$1,721,000
+16.9%
26,597
+6.4%
0.01%
+14.3%
Q3 2021$1,472,000
+3.2%
25,006
+4.2%
0.01%0.0%
Q2 2021$1,427,000
+2.1%
24,007
+4.0%
0.01%
-12.5%
Q1 2021$1,397,000
+43.3%
23,082
+42.2%
0.01%
+33.3%
Q4 2020$975,000
+5.0%
16,232
-2.0%
0.01%0.0%
Q3 2020$929,000
+6.3%
16,557
+0.9%
0.01%0.0%
Q2 2020$874,000
-0.5%
16,407
-5.4%
0.01%
-14.3%
Q1 2020$878,000
-13.8%
17,3470.0%0.01%0.0%
Q4 2019$1,019,000
+0.2%
17,347
-0.4%
0.01%0.0%
Q3 2019$1,017,000
+6.4%
17,422
-0.5%
0.01%
+16.7%
Q2 2019$956,000
+2.2%
17,512
+1.2%
0.01%
-14.3%
Q1 2019$935,000
+8.7%
17,298
-1.3%
0.01%0.0%
Q4 2018$860,000
-3.0%
17,518
-2.7%
0.01%
+16.7%
Q3 2018$887,000
+0.6%
18,0110.0%0.01%
-14.3%
Q2 2018$882,000
-27.0%
18,011
-26.8%
0.01%
-22.2%
Q1 2018$1,208,000
-39.7%
24,615
-39.2%
0.01%
-43.8%
Q4 2017$2,004,000
-7.6%
40,461
-5.4%
0.02%
-11.1%
Q3 2017$2,168,000
+7.9%
42,774
+4.4%
0.02%0.0%
Q2 2017$2,009,000
+6.5%
40,965
+4.7%
0.02%0.0%
Q1 2017$1,886,000
+8.1%
39,108
+0.3%
0.02%
+5.9%
Q4 2016$1,744,000
-5.0%
39,008
+1.0%
0.02%
-5.6%
Q3 2016$1,836,000
-1.2%
38,629
+1.8%
0.02%
-5.3%
Q2 2016$1,859,000
+2.6%
37,946
+0.6%
0.02%
-5.0%
Q1 2016$1,812,000
+9.0%
37,706
-0.1%
0.02%
+5.3%
Q4 2015$1,662,000
+6.3%
37,746
+6.8%
0.02%0.0%
Q3 2015$1,564,000
-0.2%
35,3300.0%0.02%
+5.6%
Q2 2015$1,567,000
-2.1%
35,330
+4.5%
0.02%
-10.0%
Q1 2015$1,600,000
-51.2%
33,799
-49.3%
0.02%
-20.0%
Q4 2014$3,280,000
+110.3%
66,714
+104.1%
0.02%
-7.4%
Q3 2014$1,560,000
-1.0%
32,687
+4.4%
0.03%
-6.9%
Q2 2014$1,575,000
+12.3%
31,313
+7.2%
0.03%
-3.3%
Q1 2014$1,402,000
+14.4%
29,223
+5.3%
0.03%
-28.6%
Q4 2013$1,226,000
+235.0%
27,756
+38.1%
0.04%
+320.0%
Q2 2013$366,00020,0990.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Newfound Research LLC 65,393$3,154,0002.46%
WRAPMANAGER INC 16,369$789,0000.29%
NTV ASSET MANAGEMENT LLC 13,900$670,0000.21%
PICTET BANK & TRUST Ltd 11,200$540,0000.16%
Regal Investment Advisors LLC 12,567$606,0000.16%
Evanson Asset Management, LLC 7,842$378,0000.09%
Perigon Wealth Management, LLC 7,340$354,0000.08%
Brookstone Capital Management 14,183$684,0000.07%
East Coast Asset Management, LLC. 4,191$202,0000.06%
Liberty Capital Management, Inc. 1,400$68,0000.04%
View complete list of ISHARES TR shareholders