UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 267 filers reported holding ISHARES TR in Q3 2022. 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
Q2 2024$2,136,002
+13.8%
45,827
+14.9%
0.02%
+20.0%
Q1 2024$1,876,455
-13.9%
39,874
-12.7%
0.02%
-16.7%
Q4 2023$2,179,474
+918.4%
45,653
+944.9%
0.02%
+1700.0%
Q2 2022$214,000
-61.6%
4,369
-58.2%
0.00%
-75.0%
Q2 2019$558,00010,4570.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 194,054$9,070,0844.91%
Atlantic Private Wealth, LLC 70,827$3,310,4563.56%
Private Ocean, LLC 565,937$26,451,8723.28%
Divergent Wealth Advisors 167,836$7,844,6471.97%
Omega Financial Group, LLC 74,246$3,485,4171.80%
Stewardship Advisors, LLC 89,788$4,196,7051.69%
GRAND WEALTH MANAGEMENT, LLC 50,686$2,369,0641.47%
Summit Wealth Group, LLC 26,853$1,2551.32%
RETIREMENT CAPITAL STRATEGIES 54,183$2,532,5131.24%
Sonoma Private Wealth LLC 10,079$471,0921.04%
View complete list of ISHARES TR shareholders