UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 73 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,949,330
+25.0%
102,082
+31.1%
0.04%
+50.0%
Q2 2023$4,759,160
+86.5%
77,866
+84.6%
0.03%
+85.7%
Q1 2023$2,551,169
+68.8%
42,189
+56.3%
0.01%
+75.0%
Q4 2022$1,511,180
-5.4%
26,995
-18.4%
0.01%
-11.1%
Q3 2022$1,598,000
-22.9%
33,073
-14.2%
0.01%
-18.2%
Q2 2022$2,072,000
-26.5%
38,563
-13.0%
0.01%
-21.4%
Q1 2022$2,820,000
+2.8%
44,323
+9.1%
0.01%
+7.7%
Q4 2021$2,744,000
-2.1%
40,617
-3.1%
0.01%
-7.1%
Q3 2021$2,802,000
-7.7%
41,929
-6.9%
0.01%
-6.7%
Q2 2021$3,037,000
+0.1%
45,021
-4.1%
0.02%
-11.8%
Q1 2021$3,034,000
-26.8%
46,970
-30.2%
0.02%
-32.0%
Q4 2020$4,147,000
+28.8%
67,291
+12.8%
0.02%
+19.0%
Q3 2020$3,220,000
-16.3%
59,674
-20.7%
0.02%
-25.0%
Q2 2020$3,848,000
+6.7%
75,298
-7.5%
0.03%
-6.7%
Q1 2020$3,605,000
-47.0%
81,363
-30.5%
0.03%
-31.8%
Q4 2019$6,806,000
-5.6%
117,004
-11.3%
0.04%
-12.0%
Q3 2019$7,208,000
-9.0%
131,964
-8.7%
0.05%
-3.8%
Q2 2019$7,918,000144,4640.05%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
TFC Financial Management, Inc. 987,038$53,261,00026.36%
Wealthsimple US, Ltd. 236,661$12,770,0008.50%
KEMPER Corp 425,689$22,970,0004.98%
Divergent Wealth Advisors 259,892$14,024,0003.79%
Global Strategic Investment Solutions, LLC 222,457$12,004,0003.05%
Clarius Group, LLC 432,834$23,357,0003.00%
Paracle Advisors, LLC 242,072$13,062,0002.82%
DeGreen Capital Management LLC 99,896$5,390,0002.38%
Vision Capital Management, Inc. 160,180$8,643,0001.82%
Columbus Macro, LLC 108,835$5,873,0001.80%
View complete list of ISHARES TR shareholders