UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

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ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 37 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,015,850
+16.3%
132,740
+17.6%
0.03%
+23.8%
Q1 2024$2,594,206
+6.7%
112,841
+8.0%
0.02%
+5.0%
Q4 2023$2,431,254
+724.2%
104,480
+784.2%
0.02%
+900.0%
Q1 2019$295,000–11,816–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Legacy Financial Advisors, Inc. 6,117$155,0000.06%
CWM, LLC 2,622$67,0000.00%
BANK OF AMERICA CORP /DE/ 121,736$3,099,0000.00%
ROYAL BANK OF CANADA 531$14,0000.00%
View complete list of ISHARES TR shareholders