UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 342 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$217,000
-8.8%
2,384
-0.6%
0.00%0.0%
Q2 2022$238,000
-2.5%
2,399
+9.1%
0.00%0.0%
Q1 2022$244,000
-61.8%
2,199
-64.6%
0.00%
-66.7%
Q4 2021$639,000
-1.4%
6,2180.0%0.00%0.0%
Q3 2021$648,000
-4.8%
6,2180.0%0.00%0.0%
Q2 2021$681,000
+5.7%
6,218
+0.5%
0.00%
-25.0%
Q1 2021$644,000
+28.3%
6,184
+16.7%
0.00%
+33.3%
Q4 2020$502,000
+10.6%
5,300
+85.1%
0.00%0.0%
Q3 2020$454,000
-3.8%
2,8630.0%0.00%0.0%
Q2 2020$472,000
-24.1%
2,863
-33.7%
0.00%
-40.0%
Q1 2020$622,000
-79.0%
4,321
-67.6%
0.01%
-73.7%
Q4 2019$2,959,000
-5.6%
13,324
-4.5%
0.02%
-13.6%
Q3 2019$3,136,000
+0.4%
13,957
-4.3%
0.02%
+10.0%
Q2 2019$3,124,000
+0.6%
14,583
-6.3%
0.02%
-9.1%
Q1 2019$3,105,000
+8.4%
15,559
-6.1%
0.02%
-4.3%
Q4 2018$2,864,000
-23.9%
16,567
-4.7%
0.02%
-11.5%
Q3 2018$3,762,000
+9.2%
17,380
-2.9%
0.03%0.0%
Q2 2018$3,444,000
-83.3%
17,896
-82.9%
0.03%
-83.5%
Q1 2018$20,660,000
-1.6%
104,367
-6.5%
0.16%
-4.8%
Q4 2017$20,998,000
+29.4%
111,626
+22.5%
0.17%
+20.3%
Q3 2017$16,221,000
+435.5%
91,111
+373.2%
0.14%
+411.1%
Q2 2017$3,029,000
-27.9%
19,253
-31.8%
0.03%
-30.8%
Q1 2017$4,199,000
-47.6%
28,234
-50.5%
0.04%
-50.0%
Q4 2016$8,009,000
-11.6%
56,994
-18.8%
0.08%
-11.4%
Q3 2016$9,062,000
-3.3%
70,219
-6.3%
0.09%
-7.4%
Q2 2016$9,371,00074,9670.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders