UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 176 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$543,000
+32.8%
6,644
+31.7%
0.00%
+50.0%
Q4 2020$409,000
+20.3%
5,046
+10.1%
0.00%0.0%
Q3 2020$340,000
-4.2%
4,584
-15.4%
0.00%
-33.3%
Q2 2020$355,000
+18.7%
5,421
+3.8%
0.00%
+50.0%
Q1 2020$299,000
-7.1%
5,221
+4.0%
0.00%0.0%
Q4 2019$322,000
+11.8%
5,021
-2.2%
0.00%0.0%
Q3 2019$288,000
-3.7%
5,135
+2.3%
0.00%0.0%
Q2 2019$299,000
-2.9%
5,0210.0%0.00%0.0%
Q1 2019$308,000
+16.7%
5,0210.0%0.00%0.0%
Q4 2018$264,000
-4.0%
5,021
+9.5%
0.00%0.0%
Q3 2018$275,000
-8.3%
4,584
-1.2%
0.00%0.0%
Q2 2018$300,000
-6.8%
4,642
-1.0%
0.00%0.0%
Q1 2018$322,000
+3.5%
4,6900.0%0.00%0.0%
Q4 2017$311,000
-91.8%
4,690
-92.2%
0.00%
-93.8%
Q3 2017$3,814,000
+1378.3%
60,447
+1182.0%
0.03%
+1500.0%
Q2 2017$258,0004,7150.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Nipun Capital, L.P. 721,500$30,425,65521.70%
Centerstone Investors, LLC 176,500$7,443,0056.20%
Richard Bernstein Advisors LLC 5,944,142$250,664,4735.55%
FARLEY CAPITAL L.P. 106,975$4,511,1364.02%
Upper Left Wealth Management, LLC 89,407$3,770,2943.41%
Provident Co of the Employees of the Hebrew University LTD 64,995$2,740,1103.26%
AlphaQ Advisors LLC 26,407$1,113,5833.24%
Michelson Medical Research Foundation, Inc. 80,000$3,373,6002.90%
Q Global Advisors, LLC 73,509$3,1002.20%
MEITAV INVESTMENT HOUSE LTD 2,861,866$120,662,6262.15%
View complete list of ISHARES TR shareholders