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 322 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is 1.69 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 Q3 2022
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,196,203$42,728,0005.28%
Northwest Capital Management Inc 217,845$7,781,0004.51%
Evolution Wealth Advisors, LLC 446,172$15,937,0004.37%
Boyce & Associates Wealth Consulting, Inc. 51,990$1,857,0003.82%
PALLADIEM, LLC 101,682$3,632,0003.81%
Ledge Wealth Management, Inc. 153,138$5,470,0003.35%
Pettinga Financial Advisors LLC 247,833$8,853,0003.04%
Scissortail Wealth Management, LLC 139,403$5,380,0002.79%
MCMORGAN & CO LLC 308,380$11,015,0002.60%
Peak Financial Management, Inc. 173,753$6,206,0002.59%
View complete list of ISHARES U S ETF TR shareholders