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Ishares Tr cmn shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $181M 7.9M 22.98
2024-09-30 $190M 8.1M 23.45
2024-06-30 $176M 7.8M 22.57
2024-03-31 $177M 7.8M 22.77
2023-12-31 $182M 7.9M 23.04
2023-09-30 $302M 14M 22.04
2023-06-30 $481M 21M 22.90
2023-03-31 $494M 21M 23.38
2022-12-31 $471M 21M 22.72
2022-09-30 $515M 23M 22.76
2022-06-30 $559M 23M 23.90
2022-03-31 $620M 25M 24.91
2021-12-31 $688M 26M 26.68
2021-09-30 $667M 25M 26.53
2021-06-30 $667M 25M 26.60
2021-03-31 $644M 25M 26.19
2020-12-31 $633M 23M 27.24
2020-09-30 $575M 21M 27.95
2020-06-30 $548M 20M 27.99
2020-03-31 $479M 17M 27.82
2019-12-31 $514M 20M 25.94
2019-09-30 $538M 20M 26.32
2019-06-30 $546M 21M 25.81
2019-03-31 $489M 19M 25.24
2018-12-31 $435M 18M 24.65
2018-09-30 $454M 19M 24.34
2018-06-30 $450M 18M 24.63
2018-03-31 $430M 17M 24.69
2017-12-31 $400M 16M 25.08
2017-09-30 $385M 15M 25.24
2017-06-30 $365M 14M 25.26
2017-03-31 $324M 13M 25.05
2016-12-31 $281M 11M 24.93
2016-09-30 $282M 11M 26.08
2016-06-30 $7.6M 292k 26.00

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Jpmorgan Chase & Co
Pnc Financial Services
Hanson McClain Advisors
Assetmark
Morgan Stanley
Charles Schwab Investment Management
FMR
BlackRock
Fund Evaluation Group
Morningstar Investment Management
Mutual Advisors

View all funds holding Ishares Tr cmn