Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

IBMOIBMO
19 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

Yes. United Capital Financial Advisors holds 182,111 shares of IBMO, worth $4.7M, as of its Q2 2026 13F filing. It increased the position by 14,820 shares (+8.9%) from Q1 2026. United Capital Financial Advisors has held IBMO since Q4 2021, across 19 quarterly 13F filings.

Current Value

$4.7M

Current Shares

182,111

Total Value Change

+$642,973

Total Shares Change

+32,189

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
182,111
+8.9%
$4.7M0.0%$25.43
29
2026-Q1
Increased
167,291
+27.2%
$4.3M0.0%$25.38
33
2025-Q4
Increased
131,474
+9.3%
$3.4M0.0%$25.28
29
2025-Q3
Increased
120,230
+11.1%
$3.1M0.0%$25.10
29
2025-Q2
Increased
108,197
+0.1%
$2.8M0.0%$24.92
26
2025-Q1
Increased
108,114
+18.3%
$2.8M0.0%$24.71
31
2024-Q4
Increased
91,410
+7.5%
$2.3M0.0%$24.52
28
2024-Q3
Decreased
85,061
-2.9%
$2.2M0.0%$24.53
0
2024-Q2
Decreased
87,606
-6.5%
$2.2M0.0%$24.08
0
2024-Q1
Decreased
93,664
-14.7%
$2.4M0.0%$23.97
0
2023-Q4
Decreased
109,844
-10.3%
$2.8M0.0%$24.05
0
2023-Q3
Increased
122,423
+1.9%
$3M0.0%$23.25
27
2023-Q2
Decreased
120,151
-3.6%
$3M0.0%$23.50
0
2023-Q1
Decreased
124,655
-14.2%
$3.2M0.0%$23.73
0
2022-Q4
Decreased
145,290
-1.6%
$3.7M0.0%$23.37
0
2022-Q3
Increased
147,614
+4.3%
$3.6M0.0%$22.74
28
2022-Q2
Decreased
141,461
-4.4%
$3.6M0.0%$23.34
0
2022-Q1
Decreased
147,921
-1.3%
$3.8M0.0%$23.46
0
2021-Q4
New
149,922
-
$4M0.0%$24.69
37

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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