UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 486 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,703,908
-6.0%
15,675
-4.7%
0.02%0.0%
Q1 2024$1,813,537
+2.7%
16,455
-5.0%
0.02%0.0%
Q4 2023$1,766,222
-21.5%
17,318
-23.9%
0.02%0.0%
Q3 2023$2,251,331
+4.4%
22,766
+6.4%
0.02%
+25.0%
Q2 2023$2,155,899
-8.3%
21,390
-7.5%
0.01%
-7.7%
Q1 2023$2,350,663
+2.1%
23,123
+4.7%
0.01%0.0%
Q4 2022$2,301,555
+28.9%
22,079
+12.8%
0.01%
+18.2%
Q3 2022$1,786,000
-9.9%
19,567
-0.8%
0.01%0.0%
Q2 2022$1,982,000
+18.5%
19,733
+26.0%
0.01%
+37.5%
Q1 2022$1,673,000
+2.8%
15,656
-2.8%
0.01%
+14.3%
Q4 2021$1,627,000
+43.6%
16,109
+34.0%
0.01%
+16.7%
Q3 2021$1,133,000
-5.9%
12,025
-3.6%
0.01%0.0%
Q2 2021$1,204,000
+2.1%
12,475
+0.4%
0.01%
-14.3%
Q1 2021$1,179,000
+39.7%
12,422
+29.0%
0.01%
+40.0%
Q4 2020$844,000
-15.0%
9,630
-21.9%
0.01%
-16.7%
Q3 2020$993,000
-4.1%
12,333
-3.3%
0.01%
-25.0%
Q2 2020$1,035,000
-13.1%
12,751
-23.4%
0.01%
-20.0%
Q1 2020$1,191,000
-27.6%
16,640
-0.9%
0.01%
-9.1%
Q4 2019$1,646,000
-4.2%
16,787
-8.0%
0.01%
-8.3%
Q3 2019$1,718,000
-15.5%
18,244
-15.2%
0.01%
-7.7%
Q2 2019$2,033,000
+16.1%
21,512
+14.6%
0.01%
+8.3%
Q1 2019$1,751,000
+34.8%
18,771
+22.0%
0.01%
+20.0%
Q4 2018$1,299,000
+84.5%
15,392
+98.1%
0.01%
+100.0%
Q3 2018$704,000
+10.5%
7,771
+3.7%
0.01%0.0%
Q2 2018$637,000
-17.3%
7,496
-17.8%
0.01%
-16.7%
Q1 2018$770,000
+8.6%
9,118
+15.9%
0.01%0.0%
Q4 2017$709,000
+12.0%
7,870
+6.9%
0.01%
+20.0%
Q3 2017$633,000
-3.8%
7,362
-7.0%
0.01%
-16.7%
Q2 2017$658,000
+8.9%
7,912
+9.9%
0.01%0.0%
Q1 2017$604,000
-2.1%
7,200
-4.0%
0.01%0.0%
Q4 2016$617,000
+8.6%
7,500
+7.3%
0.01%0.0%
Q3 2016$568,000
+14.5%
6,989
+15.7%
0.01%
+20.0%
Q2 2016$496,000
+7.1%
6,043
+1.8%
0.01%0.0%
Q1 2016$463,000
-22.4%
5,937
-27.0%
0.01%
-28.6%
Q4 2015$597,000
-9.7%
8,135
-14.4%
0.01%
-12.5%
Q3 2015$661,000
+15.8%
9,502
+22.4%
0.01%
+14.3%
Q2 2015$571,000
+4.2%
7,766
+9.4%
0.01%0.0%
Q1 2015$548,000
-56.1%
7,101
-56.4%
0.01%
-22.2%
Q4 2014$1,248,000
+274.8%
16,302
+268.7%
0.01%
+50.0%
Q3 2014$333,000
+34.3%
4,421
+27.6%
0.01%
+20.0%
Q1 2014$248,000
+15.3%
3,465
+6.8%
0.01%
-28.6%
Q3 2013$215,0000.0%3,2450.0%0.01%
+16.7%
Q2 2013$215,0003,2450.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 143,588$13,535,00010.11%
Titus Wealth Management 179,596$16,931,0008.89%
Lantz Financial LLC 115,093$10,849,0005.56%
BT Wealth Management LLC 168,815$15,913,0004.94%
Forefront Analytics, LLC 140,263$13,223,0004.82%
KFA Private Wealth Group, LLC 82,186$7,747,0004.24%
LBMC INVESTMENT ADVISORS, LLC 25,682$44,502,0004.16%
Astor Investment Management LLC 193,841$18,271,0004.06%
WC Walker & Associates, Inc. 79,157$7,461,0004.00%
Bernardo Wealth Planning LLC 63,517$5,987,0003.48%
View complete list of ISHARES TR shareholders