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iShares S&P 100 Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index 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 S&P 100 Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.4M 22k 288.85
2024-09-30 $6.4M 23k 276.76
2024-06-30 $6.2M 24k 264.30
2024-03-31 $6.0M 24k 247.41
2023-12-31 $33M 150k 223.39
2023-09-30 $7.8M 39k 200.64
2023-06-30 $15M 74k 207.06
2023-03-31 $15M 78k 187.04
2022-12-31 $14M 80k 170.57
2022-09-30 $14M 84k 162.50
2022-06-30 $15M 89k 172.47
2022-03-31 $19M 91k 208.52
2021-12-31 $20M 92k 219.13
2021-09-30 $19M 98k 197.45
2021-06-30 $20M 104k 196.18
2021-03-31 $19M 108k 179.83
2020-12-31 $19M 112k 171.64
2020-09-30 $18M 118k 155.73
2020-06-30 $17M 122k 142.42
2020-03-31 $16M 131k 118.62
2019-12-31 $20M 136k 144.09
2019-09-30 $19M 142k 131.49
2019-06-30 $19M 147k 129.59
2019-03-31 $19M 150k 125.28
2018-12-31 $17M 151k 111.53
2018-09-30 $20M 156k 129.62
2018-06-30 $20M 164k 119.60
2018-03-31 $19M 164k 115.99
2017-12-31 $21M 172k 119.09
2017-09-30 $19M 173k 111.30
2017-06-30 $19M 175k 106.90
2017-03-31 $19M 179k 104.70
2016-12-31 $18M 182k 99.30
2016-09-30 $18M 189k 95.93
2016-06-30 $17M 184k 93.00
2016-03-31 $17M 181k 91.37
2015-12-31 $16M 179k 91.17
2015-09-30 $14M 167k 84.78
2015-06-30 $15M 170k 90.84
2015-03-31 $15M 159k 91.79
2014-12-31 $14M 158k 90.94
2014-09-30 $12M 132k 88.16
2014-06-30 $12M 133k 86.53
2014-03-31 $6.4M 77k 82.82
2013-12-31 $4.9M 60k 82.35
2013-09-30 $4.5M 60k 74.84
2013-06-30 $4.0M 56k 71.94
2013-03-31 $3.8M 54k 70.43
2012-12-31 $3.3M 51k 64.69
2012-09-30 $4.0M 60k 66.46
2012-06-30 $3.0M 48k 62.47
2011-12-31 $520k 9.1k 57.07

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 S&P 100 Index

Demars Financial Group
Bank of America Corporation
Fifth Third Bancorp
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Cresset Asset Management
Ieq Capital
LPL Financial
Merriman Wealth Management
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services

View all funds holding iShares S&P 100 Index