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

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 50 filers reported holding ISHARES U S ETF TR in Q4 2016. 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 U S ETF TR
ValueSharesWeighting
Q4 2022$273,420
-15.1%
9,699
+7.5%
0.00%0.0%
Q3 2022$322,000
-35.1%
9,020
-25.5%
0.00%
-33.3%
Q2 2022$496,000
+14.5%
12,107
+11.9%
0.00%
+50.0%
Q1 2022$433,000
+53.5%
10,817
+18.3%
0.00%
+100.0%
Q4 2021$282,000
-7.8%
9,147
+7.1%
0.00%
-50.0%
Q3 2021$306,000
-15.0%
8,538
-7.4%
0.00%
-33.3%
Q2 2018$360,000
-59.5%
9,225
-61.7%
0.00%
-57.1%
Q1 2018$888,000
-4.3%
24,064
-5.8%
0.01%0.0%
Q4 2017$928,000
+10.0%
25,537
+1.5%
0.01%
-12.5%
Q1 2017$844,000
-34.3%
25,159
-32.8%
0.01%
-33.3%
Q4 2016$1,284,000
-40.2%
37,438
-43.1%
0.01%
-42.9%
Q3 2016$2,146,00065,7730.02%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2016
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 580,023$21,414,0003.68%
Peak Financial Management, Inc. 177,378$6,549,0003.11%
Windhaven Investment Management, Inc. 4,044,981$149,341,0001.92%
Claybrook Capital, LLC 68,000$2,511,0001.64%
Stone House Investment Management, LLC 60,317$2,227,0001.45%
3EDGE Asset Management, LP 390,300$14,409,0001.12%
FLAGSHIP HARBOR ADVISORS, LLC 78,693$2,852,0000.85%
Brinker Capital Investments, LLC 587,276$21,682,0000.70%
Well Done, LLC 42,340$1,563,0000.48%
Sutton Wealth Advisors Inc. 15,399$568,5310.41%
View complete list of ISHARES U S ETF TR shareholders