UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. 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$359,168
+2.6%
9,226
+13.4%
0.00%0.0%
Q1 2022$350,000
-6.9%
8,134
-1.6%
0.00%0.0%
Q4 2021$376,000
-39.5%
8,263
-40.6%
0.00%
-33.3%
Q3 2021$622,000
-49.1%
13,908
-48.8%
0.00%
-50.0%
Q2 2021$1,223,000
-26.7%
27,152
-29.1%
0.01%
-33.3%
Q1 2021$1,668,000
-0.2%
38,293
-1.1%
0.01%
-10.0%
Q4 2020$1,672,000
-20.6%
38,707
-24.6%
0.01%
-28.6%
Q3 2020$2,106,000
+12.4%
51,303
+9.2%
0.01%0.0%
Q2 2020$1,873,00046,9770.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders