UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
Essex Private Wealth Management, LLC 31,216$1,391,0005.55%
VAUGHAN & Co SECURITIES, INC. 133,761$5,962,0005.15%
Financial Engines Advisors L.L.C. 31,107,810$1,386,475,0004.52%
New England Private Wealth Advisors LLC 363,782$16,216,0003.80%
CFS Investment Advisory Services, LLC 10,917,660$15,344,0003.53%
Sweet Financial Partners, LLC 217,245$9,683,0003.08%
Concord Wealth Partners 206,993$9,226,0002.93%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 124,108$5,531,0002.52%
Sentinus, LLC 70,059$3,150,0001.97%
View complete list of ISHARES TR shareholders