UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 106 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$4,308,000
+2.7%
168,423
+3.0%
0.02%
+4.8%
Q2 2021$4,193,000
-1.5%
163,531
-1.2%
0.02%
-12.5%
Q1 2021$4,256,000
-3.8%
165,506
-3.5%
0.02%
-11.1%
Q4 2020$4,423,000
-5.4%
171,582
-4.9%
0.03%
-12.9%
Q3 2020$4,674,000
-0.3%
180,411
-0.2%
0.03%
-8.8%
Q2 2020$4,689,000
-5.7%
180,755
-7.3%
0.03%
-17.1%
Q1 2020$4,975,000
-23.2%
195,012
-22.5%
0.04%
-2.4%
Q4 2019$6,479,000
+0.5%
251,506
+0.6%
0.04%
-6.7%
Q3 2019$6,447,000
+18.4%
250,090
+18.5%
0.04%
+25.0%
Q2 2019$5,443,000
+12.5%
211,130
+12.0%
0.04%
+5.9%
Q1 2019$4,837,000
-0.0%
188,518
-0.8%
0.03%
-10.5%
Q4 2018$4,838,000
-11.1%
190,130
-11.6%
0.04%0.0%
Q3 2018$5,442,000
-10.2%
215,090
-9.7%
0.04%
-15.6%
Q2 2018$6,057,000
+7.4%
238,202
+7.3%
0.04%
+4.7%
Q1 2018$5,640,000
+13.9%
222,036
+13.9%
0.04%
+10.3%
Q4 2017$4,953,000
-1.8%
194,854
+0.0%
0.04%
-9.3%
Q3 2017$5,044,000
+7.7%
194,823
+7.3%
0.04%
+2.4%
Q2 2017$4,684,000
+2.6%
181,569
+1.9%
0.04%
-2.3%
Q1 2017$4,567,000
-6.9%
178,132
-8.2%
0.04%
-10.4%
Q4 2016$4,907,000
+3.1%
194,094
+6.0%
0.05%
+4.3%
Q3 2016$4,758,000183,1510.05%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders