UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 73 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,198,355
-0.8%
125,303
-0.9%
0.02%
+16.7%
Q2 2023$3,223,225
-4.3%
126,451
-4.6%
0.02%
-5.3%
Q1 2023$3,369,449
-11.2%
132,499
-11.5%
0.02%
-9.5%
Q4 2022$3,795,738
-0.4%
149,733
-0.8%
0.02%
-8.7%
Q3 2022$3,811,000
-0.5%
150,979
+0.5%
0.02%
+9.5%
Q2 2022$3,829,000
-5.6%
150,164
-5.7%
0.02%
+5.0%
Q1 2022$4,056,000
-6.1%
159,240
-4.4%
0.02%0.0%
Q4 2021$4,319,000
-0.8%
166,609
-0.5%
0.02%
-9.1%
Q3 2021$4,353,000
+1.9%
167,405
+2.4%
0.02%0.0%
Q2 2021$4,270,000
-2.3%
163,525
-2.1%
0.02%
-8.3%
Q1 2021$4,372,000
-3.0%
167,111
-2.8%
0.02%
-11.1%
Q4 2020$4,505,000
-3.7%
172,004
-3.4%
0.03%
-12.9%
Q3 2020$4,678,000
-0.9%
177,987
-1.0%
0.03%
-8.8%
Q2 2020$4,720,000
-5.3%
179,865
-7.4%
0.03%
-17.1%
Q1 2020$4,983,000
-21.3%
194,269
-20.8%
0.04%0.0%
Q4 2019$6,332,000
-1.0%
245,228
-1.2%
0.04%
-8.9%
Q3 2019$6,394,000
+16.8%
248,209
+16.6%
0.04%
+25.0%
Q2 2019$5,475,000
+16.5%
212,872
+15.4%
0.04%
+9.1%
Q1 2019$4,698,000
-0.8%
184,454
-2.2%
0.03%
-13.2%
Q4 2018$4,735,000
-3.5%
188,574
-4.5%
0.04%
+11.8%
Q3 2018$4,906,000197,4450.03%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders