UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$209,000
-34.5%
3,268
-26.1%
0.00%0.0%
Q4 2021$319,000
+2.6%
4,423
+1.9%
0.00%
-50.0%
Q3 2021$311,000
-1.6%
4,341
-0.7%
0.00%0.0%
Q2 2021$316,000
+5.0%
4,370
-0.5%
0.00%0.0%
Q1 2021$301,000
-24.9%
4,391
-16.3%
0.00%0.0%
Q4 2020$401,000
-35.8%
5,243
-36.6%
0.00%
-50.0%
Q3 2020$625,000
+0.2%
8,276
-0.6%
0.00%
-20.0%
Q2 2020$624,000
-15.4%
8,326
-19.6%
0.01%
-16.7%
Q1 2020$738,000
-16.0%
10,358
-19.8%
0.01%0.0%
Q4 2019$879,000
-18.6%
12,912
-17.1%
0.01%
-25.0%
Q3 2019$1,080,000
-97.2%
15,572
-97.3%
0.01%
-96.8%
Q2 2019$38,152,000
+1.7%
578,327
-3.4%
0.25%
-5.7%
Q1 2019$37,516,000
+0.9%
598,921
-4.9%
0.26%
-10.5%
Q4 2018$37,182,000
-7.5%
630,001
-6.5%
0.30%
+4.2%
Q3 2018$40,201,000
-3.5%
673,720
-2.7%
0.28%
-9.0%
Q2 2018$41,657,000
-4.9%
692,671
-2.2%
0.31%
-6.9%
Q1 2018$43,808,000
-6.9%
708,402
-2.4%
0.33%
-10.0%
Q4 2017$47,032,000
-3.1%
726,141
-4.5%
0.37%
-10.0%
Q3 2017$48,540,000
-1.8%
760,222
-2.3%
0.41%
-7.0%
Q2 2017$49,422,000
+0.5%
778,058
-2.5%
0.44%
-3.3%
Q1 2017$49,158,000
-3.5%
798,142
-4.9%
0.46%
-7.3%
Q4 2016$50,916,000
-16.6%
839,499
-8.5%
0.49%
-16.7%
Q3 2016$61,086,000
-30.1%
917,076
-29.7%
0.59%
-33.4%
Q2 2016$87,362,000
+17.9%
1,303,910
+10.2%
0.89%
+8.9%
Q1 2016$74,103,000
+33.6%
1,182,811
+24.6%
0.82%
+28.1%
Q4 2015$55,464,000
+34.4%
948,907
+37.4%
0.64%
+28.6%
Q3 2015$41,283,000
+4.9%
690,577
+3.7%
0.50%
+8.8%
Q2 2015$39,361,000
+11.6%
666,120
+19.2%
0.46%
+5.8%
Q1 2015$35,265,000
-38.7%
558,882
-38.3%
0.43%
-0.2%
Q4 2014$57,488,000
+352.9%
905,112
+336.5%
0.43%
+96.4%
Q3 2014$12,693,000
+73.4%
207,362
+73.3%
0.22%
+61.8%
Q2 2014$7,320,000
+146.8%
119,687
+137.0%
0.14%
+115.9%
Q1 2014$2,966,00050,5040.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Brio Consultants, LLC 231,760$17,711,0005.72%
Provident Wealth Management, LLC 46,351$3,542,0004.11%
Verde Capital Management 78,860$6,026,0003.00%
Safeguard Investment Advisory Group, LLC 32,331$2,470,0002.19%
Onyx Bridge Wealth Group LLC 23,703$1,811,0001.19%
Centennial Wealth Advisory LLC 29,754$2,274,0000.87%
Stadion Money Management, LLC 281,705$21,528,0000.78%
Wechter Feldman Wealth Management, Inc. 6,416$490,0000.36%
Renasant Bank 4,732$361,0000.30%
Inscription Capital, LLC 8,467$647,0000.25%
View complete list of ISHARES TR shareholders