UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 13 filers reported holding ISHARES TR in Q1 2016. 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 2023$3,881,540
+0.8%
159,275
+0.9%
0.02%
+19.0%
Q2 2023$3,850,257
+30.3%
157,927
+31.1%
0.02%
+31.2%
Q1 2023$2,955,293
-11.8%
120,477
-12.5%
0.02%
-15.8%
Q4 2022$3,349,344
+1.1%
137,720
+0.3%
0.02%
-5.0%
Q3 2022$3,313,000
-7.0%
137,278
-4.8%
0.02%0.0%
Q2 2022$3,561,000
-4.6%
144,184
-2.4%
0.02%
+11.1%
Q1 2022$3,732,000
-15.1%
147,783
-11.2%
0.02%
-10.0%
Q4 2021$4,397,000
-11.5%
166,409
-10.1%
0.02%
-20.0%
Q3 2021$4,969,000
+1.7%
185,080
+2.3%
0.02%0.0%
Q2 2021$4,885,000
+1.1%
180,990
+0.5%
0.02%
-7.4%
Q1 2021$4,831,000
-1.5%
180,058
+0.5%
0.03%
-10.0%
Q4 2020$4,904,000
+58.2%
179,168
+56.8%
0.03%
+50.0%
Q3 2020$3,100,000
-2.3%
114,264
-2.8%
0.02%
-13.0%
Q2 2020$3,173,000
-9.9%
117,609
-16.6%
0.02%
-20.7%
Q1 2020$3,520,000
-6.8%
140,973
-3.2%
0.03%
+20.8%
Q4 2019$3,778,000
+9.8%
145,630
+9.6%
0.02%0.0%
Q3 2019$3,440,000
-5.1%
132,929
-6.1%
0.02%0.0%
Q2 2019$3,625,000
+7.8%
141,536
+4.7%
0.02%0.0%
Q1 2019$3,363,000
-13.1%
135,212
-17.5%
0.02%
-22.6%
Q4 2018$3,869,000
-44.0%
163,921
-43.3%
0.03%
-36.7%
Q3 2018$6,909,000
-42.3%
288,972
-42.3%
0.05%
-44.9%
Q2 2018$11,977,000
-3.1%
500,500
-1.7%
0.09%
-5.3%
Q1 2018$12,357,000
-2.0%
509,148
+1.1%
0.09%
-6.0%
Q4 2017$12,607,0000.0%503,681
+0.4%
0.10%
-6.5%
Q3 2017$12,607,000
+3.3%
501,456
+2.6%
0.11%
-1.8%
Q2 2017$12,203,000
+9.2%
488,516
+7.9%
0.11%
+4.8%
Q1 2017$11,170,000
+6.6%
452,793
+5.1%
0.10%
+2.0%
Q4 2016$10,482,000
-1.4%
430,645
+3.8%
0.10%
-1.0%
Q3 2016$10,628,000
+4.4%
415,007
+6.0%
0.10%
-1.0%
Q2 2016$10,180,000
+7.6%
391,533
+2.9%
0.10%0.0%
Q1 2016$9,460,000
+5.8%
380,547
+2.0%
0.10%
+1.0%
Q4 2015$8,941,000373,0240.10%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders