UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. 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 TR
ValueSharesWeighting
Q2 2023$582,262
-37.1%
12,484
-36.4%
0.00%
-40.0%
Q1 2023$925,764
-78.9%
19,630
-79.2%
0.01%
-80.0%
Q4 2022$4,379,444
-6.7%
94,303
-7.3%
0.02%
-10.7%
Q3 2022$4,692,000
-6.7%
101,773
-4.1%
0.03%0.0%
Q2 2022$5,029,000
+1.2%
106,090
+3.5%
0.03%
+16.7%
Q1 2022$4,969,000
-8.0%
102,533
-4.2%
0.02%
-4.0%
Q4 2021$5,400,000
-7.0%
107,082
-5.9%
0.02%
-13.8%
Q3 2021$5,809,000
+0.9%
113,755
+1.3%
0.03%0.0%
Q2 2021$5,757,000
-8.3%
112,253
-8.3%
0.03%
-17.1%
Q1 2021$6,278,000
-1.3%
122,411
-0.6%
0.04%
-7.9%
Q4 2020$6,361,000
+0.6%
123,178
+0.4%
0.04%
-7.3%
Q3 2020$6,325,000
+1.7%
122,693
+1.6%
0.04%
-8.9%
Q2 2020$6,218,000
-17.9%
120,812
-19.4%
0.04%
-28.6%
Q1 2020$7,571,000
-14.5%
149,919
-14.7%
0.06%
+10.5%
Q4 2019$8,854,000
-0.4%
175,666
-0.2%
0.06%
-8.1%
Q3 2019$8,890,000
+1.3%
176,075
+1.2%
0.06%
+8.8%
Q2 2019$8,773,000
+1.4%
173,966
+0.2%
0.06%
-6.6%
Q1 2019$8,656,000
+9.3%
173,608
+7.5%
0.06%
-3.2%
Q4 2018$7,922,000
+2.2%
161,484
+2.1%
0.06%
+16.7%
Q3 2018$7,748,000
+1.2%
158,121
+1.3%
0.05%
-5.3%
Q2 2018$7,658,000
+14.6%
156,036
+15.2%
0.06%
+11.8%
Q1 2018$6,685,000
+3.5%
135,457
+4.5%
0.05%0.0%
Q4 2017$6,461,000
-2.6%
129,663
-1.8%
0.05%
-8.9%
Q3 2017$6,635,000
-12.0%
131,988
-12.0%
0.06%
-17.6%
Q2 2017$7,542,000
-1.3%
150,064
-1.6%
0.07%
-4.2%
Q1 2017$7,645,000
-8.6%
152,525
-8.8%
0.07%
-12.3%
Q4 2016$8,365,000
+0.3%
167,291
+1.6%
0.08%0.0%
Q3 2016$8,342,000
-85.4%
164,701
-85.3%
0.08%
-86.1%
Q2 2016$57,283,000
-41.1%
1,123,195
+16.3%
0.58%
-45.6%
Q1 2016$97,177,000
+18.3%
965,782
+16.8%
1.07%
+13.4%
Q4 2015$82,114,000
+7.8%
827,180
+8.9%
0.94%
+3.3%
Q3 2015$76,192,000
+5.5%
759,341
+5.5%
0.92%
+9.4%
Q2 2015$72,238,000
+15.9%
719,789
+16.6%
0.84%
+9.7%
Q1 2015$62,329,000
-47.5%
617,577
-47.8%
0.76%
-14.5%
Q4 2014$118,618,000
+689.7%
1,183,936
+689.0%
0.89%
+241.4%
Q3 2014$15,021,000
+115.7%
150,063
+116.7%
0.26%
+102.3%
Q2 2014$6,963,000
+151.3%
69,251
+150.6%
0.13%
+118.6%
Q1 2014$2,771,00027,6370.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders