UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 101 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
Q3 2022$3,692,000
-2.5%
142,548
-2.4%
0.02%
+4.8%
Q2 2022$3,786,000
-6.2%
146,104
-6.2%
0.02%
+5.0%
Q1 2022$4,036,000
-5.3%
155,711
-4.8%
0.02%0.0%
Q4 2021$4,261,000
-1.1%
163,506
-0.7%
0.02%
-9.1%
Q3 2021$4,309,000
+2.6%
164,609
+3.0%
0.02%
+4.8%
Q2 2021$4,198,000
-1.5%
159,849
-1.3%
0.02%
-12.5%
Q1 2021$4,264,000
-3.6%
161,898
-3.5%
0.02%
-11.1%
Q4 2020$4,425,000
-5.3%
167,851
-4.8%
0.03%
-10.0%
Q3 2020$4,672,000
-0.4%
176,304
-0.7%
0.03%
-11.8%
Q2 2020$4,690,000
-6.0%
177,498
-7.5%
0.03%
-17.1%
Q1 2020$4,990,000
-23.2%
191,836
-22.7%
0.04%
-2.4%
Q4 2019$6,496,000
+0.5%
248,307
+0.4%
0.04%
-6.7%
Q3 2019$6,466,000
+18.1%
247,367
+18.0%
0.04%
+25.0%
Q2 2019$5,475,000
+12.1%
209,699
+11.4%
0.04%
+5.9%
Q1 2019$4,882,000
+1.0%
188,208
-0.3%
0.03%
-10.5%
Q4 2018$4,834,000
-11.0%
188,724
-11.8%
0.04%0.0%
Q3 2018$5,434,000
-8.5%
213,857
-8.1%
0.04%
-13.6%
Q2 2018$5,941,000
+6.6%
232,793
+6.6%
0.04%
+4.8%
Q1 2018$5,571,000
+11.9%
218,465
+12.7%
0.04%
+7.7%
Q4 2017$4,977,000
+2.3%
193,838
+3.8%
0.04%
-4.9%
Q3 2017$4,867,000186,7040.04%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Gateway Advisory, LLC 242,530$6,323,0001.88%
Asset Dedication, LLC 62,021$1,618,0000.78%
Vigilant Capital Management, LLC 163,787$4,270,0000.64%
Roof Eidam Maycock Peralta, LLC 39,600$1,032,0000.53%
Fusion Family Wealth LLC 57,648$1,503,0000.51%
Denver PWM, LLC 20,041$521,0000.41%
BKS ADVISORS, LLC 26,800$699,0000.27%
TRUST CO OF VIRGINIA /VA 68,350$1,782,0000.26%
MANAGED ACCOUNT SERVICES INC 13,920$363,0000.24%
LEAVELL INVESTMENT MANAGEMENT, INC. 72,000$1,877,0000.23%
View complete list of ISHARES TR shareholders