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United Capital Financial Advisers »

Ishares Tr shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by United Capital Financial Advisers

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$673k	26k	26.08
2025-06-30	$367k	14k	25.66
2025-03-31	$202k	8.0k	25.40

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)

Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)

Apple Common Stock (AAPL)

Repligen Corp Common Stock (RGEN)

Microsoft Corp Common Stock (MSFT)

Nvidia Corp Common Stock (NVDA)

Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)

Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)

Vanguard Value Etf Exchange Traded Fund (VTV)

Vanguard Growth Etf Exchange Traded Fund (VUG)

Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)

Alphabet Inc Class A Common Stock (GOOGL)

Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)

Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr

Mercer Global Advisors

Vishria Bird Financial Group

HighTower Advisors

Summit Financial

Praetorian Wealth Management

Coldstream Capital Management

Nestegg Advisors

Moseley Investment Management

LBMC Investment Advisors

Quantum Financial Advisors

CliftonLarsonAllen Wealth Advisors

Central Trust & Investment

Union Bankshares

View all funds holding Ishares Tr

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