UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 222 filers reported holding ISHARES U S ETF TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$2,488,498
-5.3%
49,880
-5.6%
0.02%
+14.3%
Q2 2023$2,627,995
-4.8%
52,856
-5.0%
0.01%
-6.7%
Q1 2023$2,760,242
-7.3%
55,650
-7.9%
0.02%
-11.8%
Q4 2022$2,977,023
-34.4%
60,423
-34.4%
0.02%
-37.0%
Q3 2022$4,538,000
-7.3%
92,117
-7.4%
0.03%0.0%
Q2 2022$4,898,000
-16.5%
99,425
-16.0%
0.03%
-6.9%
Q1 2022$5,867,000
-12.1%
118,362
-11.5%
0.03%
-6.5%
Q4 2021$6,677,000
-16.5%
133,667
-16.1%
0.03%
-22.5%
Q3 2021$7,992,000
-2.6%
159,385
-2.6%
0.04%
-2.4%
Q2 2021$8,206,000
-1.9%
163,558
-1.9%
0.04%
-10.9%
Q1 2021$8,366,000
-5.6%
166,681
-5.7%
0.05%
-13.2%
Q4 2020$8,865,000
-11.0%
176,698
-11.1%
0.05%
-18.5%
Q3 2020$9,962,000
+0.2%
198,799
-0.1%
0.06%
-9.7%
Q2 2020$9,947,000
-7.5%
198,906
-10.4%
0.07%
-19.1%
Q1 2020$10,759,000
-2.6%
221,875
+0.9%
0.09%
+25.4%
Q4 2019$11,050,000
+15.4%
219,894
+15.6%
0.07%
+6.0%
Q3 2019$9,574,000
-79.6%
190,179
-79.6%
0.07%
-78.1%
Q2 2019$46,861,000
-2.9%
931,076
-3.1%
0.31%
-9.7%
Q1 2019$48,268,000
+22.9%
960,743
+22.0%
0.34%
+8.7%
Q4 2018$39,264,000
-15.1%
787,637
-14.5%
0.31%
-4.0%
Q3 2018$46,250,000
-85.5%
921,581
-85.5%
0.32%
-86.4%
Q2 2018$319,381,000
+54.4%
6,365,968
+54.3%
2.38%
+50.9%
Q1 2018$206,909,000
+329.3%
4,124,986
+328.9%
1.58%
+314.2%
Q4 2017$48,198,000
-57.6%
961,656
-57.5%
0.38%
-60.5%
Q3 2017$113,751,000
-24.1%
2,261,906
-24.2%
0.96%
-28.1%
Q2 2017$149,938,000
-23.1%
2,982,661
-23.1%
1.34%
-26.0%
Q1 2017$194,858,000
-21.8%
3,877,768
-21.9%
1.82%
-25.0%
Q4 2016$249,247,000
+15.4%
4,967,068
+15.5%
2.42%
+15.5%
Q3 2016$215,921,000
-63.4%
4,302,079
-63.5%
2.10%
-65.1%
Q2 2016$589,498,000
-6.9%
11,789,952
-6.8%
6.00%
-14.0%
Q1 2016$633,040,000
+14.1%
12,645,622
+14.1%
6.98%
+9.4%
Q4 2015$554,589,000
+17.0%
11,087,340
+17.1%
6.38%
+12.1%
Q3 2015$474,184,000
+96.4%
9,466,636
+96.6%
5.69%
+103.6%
Q2 2015$241,442,0004,815,3512.80%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2018
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders