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 284 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders