Ishares Tr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 78k | 21.22 |
| 2025-06-30 | $1.7M | 78k | 21.04 |
| 2025-03-31 | $1.5M | 73k | 20.75 |
| 2024-12-31 | $1.4M | 70k | 20.35 |
| 2024-09-30 | $1.4M | 65k | 21.22 |
| 2024-06-30 | $1.3M | 63k | 20.29 |
| 2024-03-31 | $1.6M | 77k | 20.49 |
| 2023-12-31 | $1.6M | 77k | 20.77 |
More positions owned by United Capital Financial Advisers
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