UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,488,193
-40.2%
70,297
-35.1%
0.01%
-28.6%
Q2 2023$2,488,945
-26.6%
108,356
-26.8%
0.01%
-26.3%
Q1 2023$3,392,258
-23.6%
147,940
-24.4%
0.02%
-24.0%
Q4 2022$4,441,939
-16.1%
195,594
-21.4%
0.02%
-19.4%
Q3 2022$5,292,000
-14.3%
248,808
-2.6%
0.03%
-8.8%
Q2 2022$6,174,000
-18.6%
255,325
-1.7%
0.03%
-8.1%
Q1 2022$7,589,000
-10.4%
259,801
-6.1%
0.04%
-5.1%
Q4 2021$8,470,000
+11.4%
276,721
-0.3%
0.04%
+2.6%
Q3 2021$7,606,000
-3.3%
277,507
-2.2%
0.04%
-5.0%
Q2 2021$7,867,000
+7.6%
283,796
-1.1%
0.04%0.0%
Q1 2021$7,312,000
+2.1%
286,990
-4.1%
0.04%
-7.0%
Q4 2020$7,162,000
+9.9%
299,271
-3.5%
0.04%0.0%
Q3 2020$6,519,000
+5.0%
309,967
+4.2%
0.04%
-4.4%
Q2 2020$6,210,000
+19.1%
297,395
+9.3%
0.04%
+4.7%
Q1 2020$5,213,000
-5.2%
272,198
+36.8%
0.04%
+22.9%
Q4 2019$5,498,000
+327.5%
199,043
+334.8%
0.04%
+288.9%
Q3 2019$1,286,00045,7810.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders