UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 90 filers reported holding ISHARES TR in Q3 2022. 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 2023$3,037,320
+0.4%
122,423
+1.9%
0.02%
+25.0%
Q2 2023$3,025,407
-4.9%
120,151
-3.6%
0.02%
-11.1%
Q1 2023$3,182,448
-13.1%
124,655
-14.2%
0.02%
-14.3%
Q4 2022$3,662,749
+0.7%
145,290
-1.6%
0.02%0.0%
Q3 2022$3,636,000
+1.4%
147,614
+4.3%
0.02%
+5.0%
Q2 2022$3,585,000
-5.0%
141,461
-4.4%
0.02%
+11.1%
Q1 2022$3,773,000
-6.4%
147,921
-1.3%
0.02%
-5.3%
Q4 2021$4,030,000149,9220.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FORVIS Wealth Advisors, LLC 8,000$205,0000.02%
CENTRAL TRUST Co 4,650$119,0000.01%
Asset Dedication, LLC 63$2,0000.00%
JANE STREET GROUP, LLC 11,406$292,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JPMORGAN CHASE & CO 14,000$359,0000.00%
WELLS FARGO & COMPANY/MN 1,879$48,0000.00%
View complete list of ISHARES TR shareholders