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Ishares Tr shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr (IBTM) 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 $1.6M 67k 23.13
2025-06-30 $1.1M 46k 23.03
2025-03-31 $426k 19k 22.89

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

Krilogy Financial
Parcion Private Wealth
UBS Group
Raymond James Financial
Janney Montgomery Scott
Confluence Investment Management
Morgan Stanley
D.A. Davidson & Co.
Ameriprise Financial
Branch Banking & Trust Company
Snowden Capital Advisors
Wells Fargo & Company
HighTower Advisors
Cetera Investment Advisers
Atlantic Private Wealth

View all funds holding Ishares Tr