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Ishares Tr cmn shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn 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 cmn by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 126k 103.36
2025-06-30 $12M 112k 102.91
2025-03-31 $224k 2.2k 103.47
2024-12-31 $220k 2.2k 100.60
2024-09-30 $221k 2.2k 101.32
2024-06-30 $221k 2.2k 99.49
2024-03-31 $217k 2.2k 99.43
2023-12-31 $304k 3.1k 98.59
2023-09-30 $271k 2.8k 96.94
2023-06-30 $314k 3.2k 97.59
2023-03-31 $499k 5.0k 99.24
2022-12-31 $419k 4.3k 96.97
2022-09-30 $550k 5.7k 96.12
2022-06-30 $266k 2.6k 101.60
2022-03-31 $251k 2.4k 104.80
2021-12-31 $266k 2.5k 106.06
2021-09-30 $285k 2.7k 105.56
2021-06-30 $257k 2.4k 106.37
2021-03-31 $239k 2.3k 105.75
2020-12-31 $267k 2.6k 104.38
2020-09-30 $1.9M 19k 104.05
2020-06-30 $4.1M 40k 102.38
2020-03-31 $5.8M 58k 99.90
2019-12-31 $7.0M 70k 100.72
2019-09-30 $6.5M 65k 100.16
2019-06-30 $7.1M 71k 100.59
2019-03-31 $6.0M 60k 99.69
2018-12-31 $7.5M 77k 98.01
2018-09-30 $11M 107k 98.78
2017-12-31 $208k 2.1k 99.95
2017-09-30 $222k 2.2k 100.41
2017-06-30 $215k 2.1k 100.19
2017-03-31 $280k 2.8k 101.45
2016-12-31 $328k 3.3k 100.64
2016-09-30 $306k 3.0k 101.12
2016-06-30 $17M 167k 102.00
2016-03-31 $16M 163k 100.68
2015-12-31 $16M 165k 98.92
2015-09-30 $14M 138k 99.27
2015-06-30 $11M 110k 99.92
2015-03-31 $9.0M 90k 100.04
2014-12-31 $6.9M 69k 99.03
2014-09-30 $1.5M 15k 100.49
2014-03-31 $257k 2.5k 101.30

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 cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Modera Wealth Management
Morgan Stanley
Jpmorgan Chase & Co
3EDGE Asset Management
O'shaughnessy Asset Management
Wealthcare Advisory Partners
Dynasty Wealth Management
Quotient Wealth Partners
Partners Capital Investment Group

View all funds holding Ishares Tr cmn