UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 40 filers reported holding ISHARES TR in Q4 2020. 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
Q4 2021$207,000
-1.4%
4,1100.0%0.00%0.0%
Q3 2021$210,000
-0.5%
4,1100.0%0.00%0.0%
Q2 2021$211,000
+0.5%
4,1100.0%0.00%0.0%
Q1 2021$210,000
-2.3%
4,1100.0%0.00%0.0%
Q4 2020$215,0000.0%4,1100.0%0.00%0.0%
Q3 2020$215,0000.0%4,1100.0%0.00%
-50.0%
Q2 2020$215,000
+1.9%
4,1100.0%0.00%0.0%
Q1 2020$211,000
+1.4%
4,1100.0%0.00%
+100.0%
Q4 2019$208,000
-0.5%
4,1100.0%0.00%0.0%
Q3 2019$209,0004,1100.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders