UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 42 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$5,587,000
+11.9%
219,695
+12.0%
0.04%
+5.7%
Q1 2019$4,993,000
+0.0%
196,197
-0.2%
0.04%
-12.5%
Q4 2018$4,992,000
-11.4%
196,635
-11.6%
0.04%0.0%
Q3 2018$5,637,000
-9.3%
222,371
-9.2%
0.04%
-13.0%
Q2 2018$6,215,000
+6.6%
244,774
+6.3%
0.05%
+4.5%
Q1 2018$5,828,000
+11.5%
230,365
+11.6%
0.04%
+7.3%
Q4 2017$5,228,000
+2.9%
206,496
+3.9%
0.04%
-4.7%
Q3 2017$5,081,000
+7.1%
198,780
+6.9%
0.04%
+2.4%
Q2 2017$4,743,000
+1.9%
185,864
+2.0%
0.04%
-2.3%
Q1 2017$4,653,000
-7.9%
182,272
-8.6%
0.04%
-12.2%
Q4 2016$5,051,000
+1.8%
199,391
+3.1%
0.05%
+2.1%
Q3 2016$4,960,000
+11.3%
193,375
+12.8%
0.05%
+6.7%
Q2 2016$4,456,000
+42.4%
171,400
+40.7%
0.04%
+28.6%
Q1 2016$3,129,000
+17.9%
121,790
+17.6%
0.04%
+12.9%
Q4 2015$2,654,000
-1.6%
103,583
-1.8%
0.03%
-3.1%
Q3 2015$2,696,000
+43.3%
105,475
+42.2%
0.03%
+45.5%
Q2 2015$1,881,000
+1.6%
74,178
+2.0%
0.02%
-4.3%
Q1 2015$1,852,000
-52.0%
72,702
-52.1%
0.02%
-20.7%
Q4 2014$3,856,000
+134.4%
151,822
+134.7%
0.03%0.0%
Q3 2014$1,645,000
+54.8%
64,685
+54.1%
0.03%
+45.0%
Q2 2014$1,063,000
+310.4%
41,982
+306.6%
0.02%
+233.3%
Q1 2014$259,00010,3240.01%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Trust Co 98,686$2,531,0001.11%
Vigilant Capital Management, LLC 199,439$5,116,0000.91%
Guidant Wealth Advisors 52,599$1,349,0000.83%
Asset Dedication, LLC 30,733$787,0000.50%
PHILLIPS FINANCIAL MANAGEMENT, LLC 69,333$1,773,0000.47%
Roof Eidam Maycock Peralta, LLC 30,090$772,0000.36%
LINCOLN NATIONAL CORP 129,606$3,324,0000.19%
Carnegie Capital Asset Management, LLC 42,468$1,086,0000.16%
Family Firm, Inc. 11,463$294,0000.14%
Curbstone Financial Management Corp 16,000$410,0000.13%
View complete list of ISHARES TR shareholders