UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4. A total of 134 filers reported holding ISHARES TR in Q2 2019. 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 2019$5,059,000
-3.9%
203,599
-3.8%
0.04%
+2.9%
Q2 2019$5,264,000
+7.3%
211,651
+7.3%
0.03%0.0%
Q1 2019$4,905,000
-5.3%
197,311
-5.6%
0.03%
-17.1%
Q4 2018$5,182,000
-34.2%
208,942
-34.2%
0.04%
-25.5%
Q3 2018$7,878,000
-40.1%
317,642
-40.2%
0.06%
-43.9%
Q2 2018$13,155,000
-1.9%
530,858
-1.9%
0.10%
-3.9%
Q1 2018$13,408,000
+1.3%
541,319
+1.7%
0.10%
-1.9%
Q4 2017$13,234,000
+0.8%
532,104
+1.6%
0.10%
-6.3%
Q3 2017$13,125,000
+3.2%
523,939
+3.1%
0.11%
-2.6%
Q2 2017$12,712,000
+9.5%
508,062
+9.3%
0.11%
+5.6%
Q1 2017$11,609,000
+6.4%
464,713
+6.0%
0.11%
+1.9%
Q4 2016$10,908,000
+3.0%
438,234
+4.0%
0.11%
+2.9%
Q3 2016$10,587,000
+8.1%
421,296
+7.5%
0.10%
+3.0%
Q2 2016$9,797,000
+4.3%
391,895
+4.5%
0.10%
-3.8%
Q1 2016$9,397,000
+5.6%
374,994
+3.9%
0.10%
+2.0%
Q4 2015$8,895,000360,8640.10%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Claraphi Advisory Network, LLC 383,075$9,523,0005.97%
TLWM 306,287$7,614,0004.27%
Tillar-Wenstrup Advisors, LLC 290,102$7,212,0004.14%
MV CAPITAL MANAGEMENT, INC. 513,273$12,760,0003.07%
BRANDYWINE OAK PRIVATE WEALTH LLC 533,695$13,267,0002.77%
Fragasso Group Inc. 476,936$11,857,0002.53%
Guidant Wealth Advisors 250,541$6,228,0002.43%
RVW Wealth, LLC 357,337$8,883,0002.27%
Merit Financial Group, LLC 574,306$14,331,0001.75%
CORDA Investment Management, LLC. 516,485$12,839,0001.48%
View complete list of ISHARES TR shareholders