UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,239,186
-7.0%
130,201
-3.9%
0.05%
+11.9%
Q2 2023$7,779,909
-10.2%
135,468
-11.5%
0.04%
-12.5%
Q1 2023$8,661,360
-0.3%
153,109
-5.4%
0.05%
-2.0%
Q4 2022$8,688,110
-0.3%
161,880
-10.9%
0.05%
-3.9%
Q3 2022$8,713,000
-14.0%
181,743
-6.7%
0.05%
-8.9%
Q2 2022$10,133,000
-20.1%
194,896
-6.4%
0.06%
-9.7%
Q1 2022$12,679,000
-7.3%
208,198
-2.8%
0.06%
-1.6%
Q4 2021$13,679,000
-3.1%
214,209
+1.6%
0.06%
-11.3%
Q3 2021$14,115,000
-1.0%
210,797
-1.9%
0.07%
-1.4%
Q2 2021$14,260,000
-2.8%
214,918
-2.5%
0.07%
-11.1%
Q1 2021$14,675,000
-4.5%
220,442
-7.6%
0.08%
-12.9%
Q4 2020$15,371,000
+11.5%
238,608
-2.5%
0.09%
+3.3%
Q3 2020$13,780,000
+9.7%
244,631
+2.6%
0.09%
-1.1%
Q2 2020$12,567,000
+19.6%
238,462
+5.2%
0.09%
+4.6%
Q1 2020$10,510,000
-14.1%
226,714
+8.3%
0.09%
+10.1%
Q4 2019$12,229,000
+19.0%
209,358
+14.5%
0.08%
+9.7%
Q3 2019$10,275,000
+34.5%
182,837
+33.3%
0.07%
+44.0%
Q2 2019$7,637,000
+55.7%
137,175
+55.6%
0.05%
+47.1%
Q1 2019$4,904,000
+189.3%
88,152
+163.3%
0.03%
+161.5%
Q4 2018$1,695,000
+6.3%
33,482
+23.6%
0.01%
+18.2%
Q3 2018$1,594,000
-1.2%
27,081
-3.2%
0.01%
-8.3%
Q2 2018$1,614,000
-7.0%
27,986
-3.4%
0.01%
-7.7%
Q1 2018$1,735,000
-7.1%
28,977
-7.5%
0.01%
-13.3%
Q4 2017$1,868,000
-8.1%
31,325
-12.9%
0.02%
-11.8%
Q3 2017$2,032,000
+0.5%
35,967
-3.6%
0.02%
-5.6%
Q2 2017$2,021,000
-7.8%
37,326
-10.3%
0.02%
-10.0%
Q1 2017$2,192,000
+4.9%
41,625
-2.8%
0.02%0.0%
Q4 2016$2,090,000
-17.0%
42,810
-13.5%
0.02%
-16.7%
Q3 2016$2,517,000
+18.2%
49,491
+9.2%
0.02%
+9.1%
Q2 2016$2,130,000
+13.5%
45,327
+11.7%
0.02%
+4.8%
Q1 2016$1,876,00040,5870.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders