UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 126 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$332,242
-0.1%
8,133
+4.1%
0.00%0.0%
Q2 2023$332,599
-63.7%
7,811
-63.1%
0.00%
-60.0%
Q1 2023$916,084
+7.3%
21,191
+4.8%
0.01%0.0%
Q4 2022$853,605
+33.6%
20,228
+32.4%
0.01%
+25.0%
Q3 2022$639,000
+100.3%
15,276
+110.8%
0.00%
+100.0%
Q2 2022$319,000
+54.9%
7,246
+63.4%
0.00%
+100.0%
Q1 2022$206,000
-37.8%
4,435
-33.8%
0.00%
-50.0%
Q4 2021$331,0006,6950.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 32,420$1,642,0000.89%
Horst & Graben Wealth Management LLC 27,403$1,388,0000.48%
Spectrum Planning & Advisory Services Inc. 5,946$301,0000.32%
WEALTHSOURCE PARTNERS, LLC 53,714$2,720,0000.32%
Castle Rock Wealth Management, LLC 13,075$658,0000.27%
Patriot Financial Group Insurance Agency, LLC 19,771$1,001,0000.25%
Sharkey, Howes & Javer 14,087$713,0000.24%
55I, LLC 60,315$3,054,0000.23%
Austin Private Wealth, LLC 11,003$557,0000.16%
Goodwin Investment Advisory 1,871$94,0000.12%
View complete list of ISHARES TR shareholders