UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,185,265
-1.3%
13,174
+2.7%
0.01%
+14.3%
Q2 2023$1,200,839
+6.7%
12,8240.0%0.01%
+16.7%
Q1 2023$1,125,562
+4.6%
12,824
-1.9%
0.01%0.0%
Q4 2022$1,076,536
+8.4%
13,0770.0%0.01%0.0%
Q3 2022$993,000
-8.6%
13,077
-2.9%
0.01%0.0%
Q2 2022$1,087,000
-16.4%
13,472
+0.4%
0.01%0.0%
Q1 2022$1,300,000
-17.3%
13,422
-9.2%
0.01%
-14.3%
Q4 2021$1,571,000
+8.9%
14,789
-1.6%
0.01%0.0%
Q3 2021$1,442,000
+0.4%
15,034
+0.0%
0.01%0.0%
Q2 2021$1,436,000
-20.0%
15,033
-26.4%
0.01%
-30.0%
Q1 2021$1,795,000
+6.9%
20,439
+0.2%
0.01%0.0%
Q4 2020$1,679,000
+12.8%
20,395
+101.5%
0.01%0.0%
Q3 2020$1,489,000
+8.0%
10,122
-1.8%
0.01%0.0%
Q2 2020$1,379,000
+21.9%
10,306
+0.0%
0.01%
+11.1%
Q1 2020$1,131,000
-12.2%
10,305
+7.2%
0.01%
+12.5%
Q4 2019$1,288,000
+41.2%
9,613
+30.2%
0.01%
+33.3%
Q3 2019$912,000
+11.2%
7,382
+9.7%
0.01%
+20.0%
Q2 2019$820,000
-1.8%
6,728
-4.7%
0.01%
-16.7%
Q1 2019$835,000
+15.8%
7,061
+1.1%
0.01%0.0%
Q4 2018$721,000
-11.2%
6,986
+2.7%
0.01%0.0%
Q3 2018$812,000
+5.9%
6,8010.0%0.01%0.0%
Q2 2018$767,000
+2.4%
6,801
+0.6%
0.01%0.0%
Q1 2018$749,000
-18.7%
6,758
-18.5%
0.01%
-14.3%
Q4 2017$921,000
+6.8%
8,291
+0.5%
0.01%0.0%
Q3 2017$862,000
+2.3%
8,246
+0.1%
0.01%
-12.5%
Q2 2017$843,000
+4.7%
8,239
+0.6%
0.01%0.0%
Q1 2017$805,000
+6.9%
8,193
+0.1%
0.01%
+14.3%
Q4 2016$753,000
+1.3%
8,187
+0.2%
0.01%0.0%
Q3 2016$743,000
+5.7%
8,1710.0%0.01%0.0%
Q2 2016$703,000
+37.6%
8,171
+36.2%
0.01%
+16.7%
Q1 2016$511,000
+2.2%
6,0000.0%0.01%0.0%
Q4 2015$500,000
+26.9%
6,000
+20.0%
0.01%
+20.0%
Q3 2015$394,000
-7.5%
5,0000.0%0.01%0.0%
Q2 2015$426,000
-1.2%
5,0000.0%0.01%0.0%
Q1 2015$431,0005,0000.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders