UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 154 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$392,122
-33.8%
4,977
-32.9%
0.00%
-40.0%
Q1 2024$592,327
+53.8%
7,412
+45.4%
0.01%
+66.7%
Q4 2023$385,060
-5.8%
5,097
-13.8%
0.00%0.0%
Q3 2023$408,933
-48.1%
5,915
-45.3%
0.00%
-25.0%
Q2 2023$788,009
-3.3%
10,805
-4.8%
0.00%
-20.0%
Q1 2023$815,240
+6.5%
11,348
-2.6%
0.01%
+25.0%
Q4 2022$765,805
+49.3%
11,649
+27.4%
0.00%
+33.3%
Q3 2022$513,000
+9.6%
9,141
+22.5%
0.00%0.0%
Q2 2022$468,000
+120.8%
7,464
+180.4%
0.00%
+200.0%
Q4 2021$212,000
-19.4%
2,662
-23.1%
0.00%0.0%
Q1 2021$263,000
-9.9%
3,462
-13.3%
0.00%
-50.0%
Q4 2020$292,000
+16.8%
3,992
+1.4%
0.00%0.0%
Q3 2020$250,000
+23.8%
3,935
+17.9%
0.00%
+100.0%
Q2 2020$202,000
-6.0%
3,337
+6.9%
0.00%0.0%
Q4 2019$215,000
-29.0%
3,122
-33.8%
0.00%
-50.0%
Q2 2019$303,000
+21.7%
4,719
+19.7%
0.00%0.0%
Q1 2019$249,0003,9430.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders