UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$765,125
-3.8%
3,1090.0%0.01%
+25.0%
Q2 2023$795,283
+1.0%
3,109
-2.4%
0.00%0.0%
Q1 2023$787,612
-17.1%
3,186
-10.2%
0.00%
-20.0%
Q4 2022$949,764
+4.8%
3,5480.0%0.01%0.0%
Q3 2022$906,000
+2.1%
3,548
+2.2%
0.01%0.0%
Q2 2022$887,000
-9.7%
3,4710.0%0.01%0.0%
Q1 2022$982,000
-0.4%
3,471
+2.2%
0.01%0.0%
Q4 2021$986,000
+12.6%
3,395
-0.9%
0.01%
+25.0%
Q3 2021$876,000
-3.3%
3,425
+0.7%
0.00%
-20.0%
Q2 2021$906,000
-3.4%
3,400
-8.7%
0.01%0.0%
Q1 2021$938,000
+7.3%
3,7250.0%0.01%0.0%
Q4 2020$874,000
+15.5%
3,725
-0.7%
0.01%0.0%
Q3 2020$757,000
+4.6%
3,7500.0%0.01%0.0%
Q2 2020$724,000
+15.5%
3,750
-0.3%
0.01%0.0%
Q1 2020$627,000
-17.6%
3,762
-0.8%
0.01%0.0%
Q4 2019$761,000
+21.2%
3,792
-2.3%
0.01%
+25.0%
Q3 2019$628,000
-19.2%
3,882
-14.3%
0.00%
-20.0%
Q2 2019$777,000
-93.2%
4,532
-93.3%
0.01%
-93.8%
Q1 2019$11,394,000
+0.8%
67,863
-0.8%
0.08%
-11.1%
Q4 2018$11,303,000
-51.5%
68,424
-41.3%
0.09%
-45.1%
Q3 2018$23,305,000
+30.3%
116,612
+14.5%
0.16%
+23.3%
Q2 2018$17,881,000
+67.3%
101,806
+50.4%
0.13%
+62.2%
Q1 2018$10,689,000
-0.5%
67,692
-0.6%
0.08%
-3.5%
Q4 2017$10,747,000
+7.3%
68,101
+0.5%
0.08%0.0%
Q3 2017$10,016,000
-1.8%
67,794
-1.2%
0.08%
-6.6%
Q2 2017$10,199,000
+11.8%
68,647
+0.9%
0.09%
+7.1%
Q1 2017$9,122,000
+5.2%
68,032
-1.7%
0.08%
+1.2%
Q4 2016$8,673,000
-1.3%
69,230
-2.3%
0.08%
-1.2%
Q3 2016$8,789,000
-3.0%
70,871
-0.7%
0.08%
-7.6%
Q2 2016$9,063,000
+3.0%
71,361
-1.1%
0.09%
-5.2%
Q1 2016$8,798,000
-1.6%
72,125
+0.3%
0.10%
-5.8%
Q4 2015$8,941,000
-50.2%
71,898
-50.4%
0.10%
-52.3%
Q3 2015$17,955,000
-17.1%
144,937
-4.4%
0.22%
-13.9%
Q2 2015$21,664,000
+112.2%
151,550
+90.8%
0.25%
+100.8%
Q1 2015$10,211,000
+498.5%
79,437
+451.4%
0.12%
+861.5%
Q4 2014$1,706,000
-74.0%
14,406
-76.5%
0.01%
-88.6%
Q3 2014$6,551,000
+1750.6%
61,301
+1609.9%
0.11%
+1325.0%
Q1 2014$354,000
+6.0%
3,5850.0%0.01%
-27.3%
Q4 2013$334,0003,5850.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders