Ishares Tr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr
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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 | $2.2M | 39k | 57.31 |
| 2025-06-30 | $3.1M | 58k | 53.93 |
| 2025-03-31 | $3.9M | 83k | 46.67 |
| 2024-12-31 | $4.4M | 89k | 49.72 |
| 2024-09-30 | $3.9M | 79k | 49.08 |
| 2024-06-30 | $3.7M | 80k | 46.58 |
| 2024-03-31 | $3.2M | 71k | 45.15 |
| 2023-12-31 | $2.9M | 72k | 39.82 |
| 2022-06-30 | $227k | 7.6k | 29.92 |
| 2022-03-31 | $237k | 6.6k | 35.64 |
| 2021-12-31 | $294k | 7.5k | 39.38 |
More positions owned by United Capital Financial Advisers
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