UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 65 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 2023$3,919,329
-2.2%
167,959
-1.6%
0.03%
+18.2%
Q2 2023$4,007,186
+23.1%
170,737
+24.4%
0.02%
+22.2%
Q1 2023$3,256,192
+23.2%
137,218
+21.2%
0.02%
+20.0%
Q4 2022$2,643,975
+0.6%
113,232
-0.4%
0.02%
-6.2%
Q3 2022$2,627,000
-3.3%
113,733
-0.4%
0.02%
+6.7%
Q2 2022$2,716,000
-0.2%
114,155
+3.4%
0.02%
+15.4%
Q1 2022$2,722,000
-17.2%
110,416
-12.4%
0.01%
-13.3%
Q4 2021$3,287,000
-0.5%
126,075
+1.2%
0.02%
-11.8%
Q3 2021$3,302,000
+1.7%
124,620
+2.1%
0.02%
+6.2%
Q2 2021$3,246,000
+4.6%
122,001
+3.6%
0.02%
-5.9%
Q1 2021$3,104,000
-2.4%
117,749
+0.3%
0.02%
-10.5%
Q4 2020$3,181,000
+15.8%
117,381
+14.6%
0.02%
+5.6%
Q3 2020$2,748,000
-3.6%
102,466
-4.1%
0.02%
-14.3%
Q2 2020$2,851,000
-6.4%
106,852
-13.9%
0.02%
-16.0%
Q1 2020$3,045,000
-7.2%
124,053
-3.4%
0.02%
+19.0%
Q4 2019$3,282,000
-2.2%
128,371
-2.6%
0.02%
-8.7%
Q3 2019$3,357,000
-4.9%
131,811
-6.4%
0.02%0.0%
Q2 2019$3,529,000
+7.8%
140,816
+4.3%
0.02%0.0%
Q1 2019$3,273,000
-10.8%
135,045
-15.3%
0.02%
-20.7%
Q4 2018$3,670,000
-44.7%
159,347
-44.1%
0.03%
-38.3%
Q3 2018$6,636,000
-44.2%
285,050
-44.1%
0.05%
-47.2%
Q2 2018$11,884,000
-4.1%
509,616
-2.6%
0.09%
-5.3%
Q1 2018$12,390,000
-3.4%
523,464
+0.1%
0.09%
-6.9%
Q4 2017$12,827,000
-0.5%
522,687
-0.1%
0.10%
-7.3%
Q3 2017$12,889,000
+2.7%
523,112
+2.1%
0.11%
-2.7%
Q2 2017$12,546,000
+9.2%
512,519
+7.1%
0.11%
+4.7%
Q1 2017$11,485,000
+2.9%
478,524
+2.5%
0.11%
-0.9%
Q4 2016$11,164,000466,7220.11%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 169,732$4,167,0004.49%
CAPITAL ADVISORS INC/OK 2,554,460$62,712,0003.40%
Signature Wealth Management Group 118,095$2,899,0002.55%
Motley Fool Wealth Management, LLC 1,221,929$29,998,0002.17%
SIGMA INVESTMENT COUNSELORS INC 351,979$8,641,0001.10%
WRAPMANAGER INC 68,249$1,676,0000.75%
TLWM 49,897$1,227,0000.72%
Peloton Wealth Strategists 35,500$872,0000.71%
Timber Creek Capital Management LLC 39,120$960,0000.70%
GODSEY & GIBB, INC 120,215$2,951,0000.56%
View complete list of ISHARES TR shareholders