UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 124 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$721,383
-1.2%
16,502
+2.8%
0.01%
+25.0%
Q2 2023$730,228
-35.3%
16,060
-34.4%
0.00%
-33.3%
Q1 2023$1,129,270
-27.7%
24,470
-29.6%
0.01%
-33.3%
Q4 2022$1,562,243
-21.8%
34,771
-22.6%
0.01%
-25.0%
Q3 2022$1,999,000
+44.1%
44,919
+51.6%
0.01%
+50.0%
Q2 2022$1,387,000
+32.5%
29,624
+40.5%
0.01%
+60.0%
Q1 2022$1,047,000
+7.8%
21,091
+15.0%
0.01%
+25.0%
Q4 2021$971,000
+10.6%
18,344
+11.3%
0.00%0.0%
Q3 2021$878,000
+259.8%
16,485
+261.4%
0.00%
+300.0%
Q2 2021$244,000
-13.5%
4,561
-14.7%
0.00%
-50.0%
Q1 2021$282,000
-57.2%
5,348
-55.7%
0.00%
-50.0%
Q4 2020$659,000
+0.3%
12,0810.0%0.00%0.0%
Q3 2020$657,000
+0.2%
12,0810.0%0.00%
-20.0%
Q2 2020$656,000
+3.5%
12,0810.0%0.01%0.0%
Q1 2020$634,000
+0.6%
12,0810.0%0.01%
+25.0%
Q4 2019$630,000
-0.5%
12,081
+0.0%
0.00%0.0%
Q3 2019$633,000
+1.4%
12,0800.0%0.00%0.0%
Q2 2019$624,000
-0.6%
12,080
-2.7%
0.00%0.0%
Q1 2019$628,000
+2.8%
12,4150.0%0.00%
-20.0%
Q4 2018$611,000
+0.3%
12,415
+0.1%
0.01%
+25.0%
Q3 2018$609,000
-2.4%
12,400
-1.9%
0.00%
-20.0%
Q2 2018$624,000
+25.1%
12,645
+26.4%
0.01%
+25.0%
Q1 2018$499,00010,0000.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Williams Financial, LLC 552,421$25,494,23019.90%
ZRC WEALTH MANAGEMENT, LLC 376,827$17,390,57715.92%
Stone House Investment Management, LLC 924,482$42,664,83414.42%
High Falls Advisors, Inc 1,005,368$46,397,73413.81%
MCMORGAN & CO LLC 1,339,996$61,840,81812.73%
ONE Advisory Partners, LLC 468,953$21,642,19412.73%
Keystone Financial Services 463,902$21,409,08011.47%
Copperleaf Capital, LLC 245,381$11,324,32911.26%
TNF LLC 455,197$21,052,8719.47%
JB Capital LLC 2,203,547$101,693,7379.28%
View complete list of ISHARES TR shareholders