UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 11 filers reported holding ISHARES TR in Q4 2018. 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$1,391,947
-6.5%
57,925
-4.7%
0.01%
+12.5%
Q2 2023$1,489,215
-5.3%
60,784
-3.6%
0.01%
-11.1%
Q1 2023$1,572,186
+3.1%
63,039
+0.4%
0.01%0.0%
Q4 2022$1,524,369
+6.2%
62,757
+4.1%
0.01%
+12.5%
Q3 2022$1,435,000
-12.5%
60,310
-8.2%
0.01%
-11.1%
Q2 2022$1,640,000
-11.8%
65,712
-6.9%
0.01%0.0%
Q1 2022$1,859,000
-21.3%
70,559
-15.5%
0.01%
-18.2%
Q4 2021$2,362,000
-5.4%
83,499
-4.2%
0.01%
-8.3%
Q3 2021$2,496,000
-5.3%
87,119
-4.5%
0.01%
-7.7%
Q2 2021$2,637,000
+0.1%
91,230
-1.9%
0.01%
-13.3%
Q1 2021$2,634,000
-5.2%
93,021
-1.1%
0.02%
-11.8%
Q4 2020$2,779,000
+13.9%
94,042
+12.1%
0.02%
+6.2%
Q3 2020$2,440,000
-3.6%
83,873
-4.5%
0.02%
-11.1%
Q2 2020$2,532,000
-5.5%
87,793
-14.0%
0.02%
-18.2%
Q1 2020$2,679,000
-12.3%
102,095
-7.2%
0.02%
+10.0%
Q4 2019$3,053,000
+0.8%
110,031
+0.8%
0.02%
-4.8%
Q3 2019$3,029,000
-7.6%
109,145
-9.6%
0.02%0.0%
Q2 2019$3,279,000
+12.1%
120,780
+7.9%
0.02%0.0%
Q1 2019$2,926,000
+0.4%
111,923
-4.2%
0.02%
-8.7%
Q4 2018$2,914,000116,8290.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 120,844$3,183,0002.82%
PFG Private Wealth Management, LLC 182,410$4,805,0002.47%
Legacy CG, LLC 120,746$3,180,0002.07%
Peloton Wealth Strategists 163,000$4,293,0001.79%
Matthew Goff Investment Advisor, LLC 265,620$6,996,0001.64%
SIGMA INVESTMENT COUNSELORS INC 784,781$20,671,0001.48%
Signature Wealth Management Group 108,488$2,858,0001.29%
Bradley & Co. Private Wealth Management, LLC 39,888$1,051,0000.90%
Praetorian Wealth Management, Inc. 85,563$2,253,0000.77%
Guidance Point Advisors, LLC 48,387$1,872,0000.71%
View complete list of ISHARES TR shareholders