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Ishares shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Ishares

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All positions including Ishares 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 by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1M 178k 34.27

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)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Apple Common Stock (AAPL)
Repligen Corporation Common Stock (RGEN)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Alphabet Inc. Class A Common Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
LPL Financial
HighTower Advisors
Kovack Advisors
UBS Group
United Capital Financial Advisers
Jane Street
Horizon Wealth Management
Belvedere Trading
Ameriprise Financial
Citadel Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Mml Investors Services

View all funds holding Ishares