UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDJ and the CUSIP is 46434VAR1. A total of 14 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$12,945,000
+3.4%
521,644
+3.6%
0.11%
-1.8%
Q2 2017$12,515,000
+12.0%
503,632
+12.0%
0.11%
+7.7%
Q1 2017$11,173,000
+4.9%
449,613
+5.0%
0.10%
+1.0%
Q4 2016$10,650,000
+3.2%
428,212
+3.3%
0.10%
+3.0%
Q3 2016$10,315,000
+7.0%
414,433
+7.5%
0.10%
+2.0%
Q2 2016$9,638,000
+4.9%
385,517
+4.6%
0.10%
-3.0%
Q1 2016$9,185,000
+3.0%
368,579
+2.4%
0.10%
-1.9%
Q4 2015$8,921,000359,9520.10%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Patriot Financial Group Insurance Agency, LLC 21,947$546,0000.75%
TELEMUS CAPITAL, LLC 116,445$2,896,0000.39%
RITHOLTZ WEALTH MANAGEMENT 30,016$746,0000.38%
Sowell Financial Services LLC 34,218$850,0000.28%
Wolf Group Capital Advisors 12,350$307,0000.21%
Private Advisor Group, LLC 175,849$4,375,0000.14%
FOSTER & MOTLEY INC 27,130$675,0000.13%
VICUS CAPITAL 20,810$518,0000.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 428,212$10,650,0000.10%
Brookstone Capital Management 37,012$920,0000.10%
View complete list of ISHARES TR shareholders