UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$204,677
-22.5%
3,893
+383.0%
0.00%
-50.0%
Q4 2020$264,000
+6500.0%
806
+4377.8%
0.00%
Q3 2019$4,000
-99.9%
18
-99.9%
0.00%
-100.0%
Q2 2017$5,768,000
-78.2%
34,621
-81.0%
0.05%
-79.8%
Q3 2016$26,471,000
+1396.4%
182,072
+1045.3%
0.26%
+1123.8%
Q3 2015$1,769,000
+4.6%
15,897
+12.5%
0.02%
+5.0%
Q2 2015$1,692,000
+15.5%
14,133
+12.8%
0.02%
+11.1%
Q1 2015$1,465,000
-44.2%
12,533
-46.0%
0.02%
-10.0%
Q4 2014$2,624,00023,1960.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders