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

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 101 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2020$378,000
-55.4%
7,517
-55.5%
0.00%
-66.7%
Q3 2020$848,000
+0.1%
16,8960.0%0.01%0.0%
Q2 2020$847,000
+0.7%
16,8960.0%0.01%
-14.3%
Q1 2020$841,000
-1.1%
16,896
-0.5%
0.01%
+40.0%
Q4 2019$850,000
-0.1%
16,9730.0%0.01%
-16.7%
Q3 2019$851,000
+3.4%
16,973
+3.3%
0.01%
+20.0%
Q2 2019$823,000
+1.7%
16,423
+1.6%
0.01%
-16.7%
Q1 2019$809,000
+2.7%
16,159
+2.4%
0.01%0.0%
Q4 2018$788,000
+268.2%
15,786
+268.4%
0.01%
+200.0%
Q3 2018$214,000
-18.3%
4,285
-18.2%
0.00%0.0%
Q2 2018$262,000
+23.0%
5,239
+22.3%
0.00%0.0%
Q1 2018$213,0000.0%4,2850.0%0.00%0.0%
Q4 2017$213,0004,2850.00%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Syverson Strege & Co 139,575$7,002,0005.58%
Karn, Couzens & Associates, Inc. 87,493$4,389,0003.34%
Kathmere Capital Management, LLC 250,359$12,559,0002.28%
Pacific Edge Advisors, LLC 60,750$3,048,0001.48%
4J Wealth Management LLC 24,276$1,218,0001.06%
TOBIAS FINANCIAL ADVISORS, INC. 43,254$2,170,0000.81%
DERBY & COMPANY, INC 43,778$2,196,0000.44%
GRIES FINANCIAL LLC 25,630$1,286,0000.40%
CLIENT 1ST ADVISORY GROUP, LLC 12,638$634,0000.32%
Windsor Capital Management, LLC 15,344$769,0000.25%
View complete list of ISHARES U S ETF TR shareholders