UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,319,108
-6.5%
232,044
-5.5%
0.07%
+12.1%
Q2 2023$12,105,266
-6.6%
245,593
-7.2%
0.07%
-8.3%
Q1 2023$12,959,425
+4.9%
264,748
+1.9%
0.07%
+4.3%
Q4 2022$12,355,269
-24.9%
259,837
-23.7%
0.07%
-28.9%
Q3 2022$16,461,000
-11.6%
340,591
-8.9%
0.10%
-4.9%
Q2 2022$18,618,000
-12.9%
373,778
-8.8%
0.10%
-1.9%
Q1 2022$21,373,000
-10.9%
409,997
-6.7%
0.10%
-5.5%
Q4 2021$23,975,000
-7.6%
439,663
-6.8%
0.11%
-15.4%
Q3 2021$25,941,000
-0.4%
471,491
-0.3%
0.13%
-0.8%
Q2 2021$26,050,000
+0.7%
472,782
+0.3%
0.13%
-8.4%
Q1 2021$25,867,000
+0.3%
471,512
+2.8%
0.14%
-7.7%
Q4 2020$25,787,000
+0.8%
458,763
-0.2%
0.16%
-7.2%
Q3 2020$25,593,000
+6.3%
459,813
+6.4%
0.17%
-4.6%
Q2 2020$24,066,000
-0.9%
432,224
-2.7%
0.18%
-12.9%
Q1 2020$24,283,000
+1.4%
444,019
+1.6%
0.20%
+30.5%
Q4 2019$23,944,000
+36.0%
437,022
+38.4%
0.15%
+25.2%
Q3 2019$17,611,000
+49.7%
315,675
+46.1%
0.12%
+59.7%
Q2 2019$11,765,000
+69.8%
215,996
+66.8%
0.08%
+57.1%
Q1 2019$6,927,000
+851.5%
129,524
+828.4%
0.05%
+716.7%
Q4 2018$728,00013,9510.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders