Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 9.9M shares of GOVT (ISHARES TR), worth $227.5M as of 2026-Q1. The position was increased (+30.7% shares). GOVT represents 1.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$227.5M
Current Shares
9.9M
Total Value Change
+$51.9M
Total Shares Change
+2.2M
Other major holders of GOVT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 9.9M |
+30.7% |
| $227.5M |
| 1.4% |
| $23.19 |
61 |
| 2025-Q4 | Decreased | 7.6M | -3.7% | $175M | 1.1% | $23.01 | 0 |
| 2025-Q3 | Increased | 7.9M | +0.7% | $182.4M | 1.3% | $22.78 | 48 |
| 2025-Q2 | Decreased | 7.8M | -3.6% | $180M | 1.5% | $22.37 | 0 |
| 2025-Q1 | Increased | 8.1M | +3.3% | $186.8M | 1.6% | $22.20 | 50 |
| 2024-Q4 | Decreased | 7.9M | -2.9% | $180.7M | 1.5% | $21.64 | 0 |
| 2024-Q3 | Increased | 8.1M | +4.1% | $189.9M | 1.6% | $22.39 | 50 |
| 2024-Q2 | Increased | 7.8M | +0.3% | $175.5M | 1.5% | $21.32 | 48 |