UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. 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 TR
ValueSharesWeighting
Q3 2023$389,800
+3.2%
7,466
+9.9%
0.00%
+50.0%
Q2 2023$377,802
+60.1%
6,795
+51.8%
0.00%
+100.0%
Q1 2023$235,938
+12.6%
4,477
+1.1%
0.00%0.0%
Q4 2022$209,574
+1.2%
4,427
+2.4%
0.00%0.0%
Q2 2022$207,0004,3250.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders