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iShares Dow Jones US Aerospace & Def.ETF shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Dow Jones US Aerospace & Def.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Aerospace & Def.ETF 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 Dow Jones US Aerospace & Def.ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 101k 209.26
2025-06-30 $273k 1.4k 188.64
2025-03-31 $230k 1.5k 153.10
2024-12-31 $305k 2.1k 145.35
2024-09-30 $236k 1.6k 149.68
2022-09-30 $217k 2.4k 91.02
2022-06-30 $238k 2.4k 99.21
2022-03-31 $244k 2.2k 110.96
2021-12-31 $639k 6.2k 102.77
2021-09-30 $648k 6.2k 104.21
2021-06-30 $681k 6.2k 109.52
2021-03-31 $644k 6.2k 104.14
2020-12-31 $502k 5.3k 94.72
2020-09-30 $454k 2.9k 158.57
2020-06-30 $472k 2.9k 164.86
2020-03-31 $622k 4.3k 143.95
2019-12-31 $3.0M 13k 222.08
2019-09-30 $3.1M 14k 224.69
2019-06-30 $3.1M 15k 214.22
2019-03-31 $3.1M 16k 199.56
2018-12-31 $2.9M 17k 172.87
2018-09-30 $3.8M 17k 216.46
2018-06-30 $3.4M 18k 192.45
2018-03-31 $21M 104k 197.96
2017-12-31 $21M 112k 188.11
2017-09-30 $16M 91k 178.04
2017-06-30 $3.0M 19k 157.33
2017-03-31 $4.2M 28k 148.72
2016-12-31 $8.0M 57k 140.52
2016-09-30 $9.1M 70k 129.05
2016-06-30 $9.4M 75k 125.00

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)
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 Dow Jones US Aerospace & Def.ETF

Envestnet Asset Management
LPL Financial
Morgan Stanley
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
UBS Group
Mml Investors Services
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Jpmorgan Chase & Co
Park Avenue Securities
Susquehanna International
BlackRock

View all funds holding iShares Dow Jones US Aerospace & Def.ETF