UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 128 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
Q2 2022$227,000
-4.2%
7,588
+14.1%
0.00%0.0%
Q1 2022$237,000
-19.4%
6,649
-10.9%
0.00%0.0%
Q4 2021$294,0007,4660.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 144,371$4,045,0003.41%
One Wealth Advisors, LLC 143,321$4,016,0001.31%
RWA WEALTH PARTNERS, LLC 555,697$15,571,0001.10%
VERITY Wealth Advisors 25,175$705,0000.72%
Sharkey, Howes & Javer 117,588$3,295,0000.72%
Walkner Condon Financial Advisors LLC 76,909$2,155,0000.70%
Horst & Graben Wealth Management LLC 69,321$1,942,0000.55%
F/M Investments LLC 12,073$338,0000.55%
Goodwin Investment Advisory 25,650$719,0000.54%
GenWealth Group, Inc. 56,899$1,594,0000.54%
View complete list of ISHARES TR shareholders