UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 322 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,658,000
-34.5%
49,316
-32.5%
0.01%
-28.6%
Q2 2022$2,530,000
-17.1%
73,067
-7.0%
0.01%
-6.7%
Q1 2022$3,053,000
-17.7%
78,566
-12.8%
0.02%
-11.8%
Q4 2021$3,711,000
+10.2%
90,104
+11.0%
0.02%0.0%
Q3 2021$3,369,000
+253.5%
81,179
+255.4%
0.02%
+240.0%
Q2 2021$953,000
+17.2%
22,841
+15.7%
0.01%
+25.0%
Q1 2021$813,000
-11.8%
19,735
-18.2%
0.00%
-42.9%
Q2 2020$922,000
-20.0%
24,122
-25.8%
0.01%
-30.0%
Q1 2020$1,153,000
+73.9%
32,488
+101.5%
0.01%
+150.0%
Q4 2019$663,00016,1250.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ERTS Wealth Advisors, LLC 849,710$35,059,00011.38%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,036,324$207,799,00010.94%
WBI INVESTMENTS, LLC 1,749,118$72,169,00010.92%
Copperleaf Capital, LLC 94,108$3,883,0003.32%
ALLSTATE CORP 2,555,000$105,420,0003.27%
Morningstar Investment Management LLC 682,303$28,152,0003.16%
Cavalier Investments, LLC 160,000$6,602,0003.02%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,388,487$346,109,0002.63%
Donoghue Forlines LLC 317,827$13,114,0002.53%
Alaska Permanent Fund Corp 3,360,410$138,651,0002.51%
View complete list of ISHARES TR shareholders