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IBTIIBTI
Showing 8 of 10 quarters

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

Yes. United Capital Financial Advisors holds 1,264,630 shares of IBTI, worth $28M, as of its Q2 2026 13F filing. It increased the position by 82,996 shares (+7.0%) from Q1 2026. United Capital Financial Advisors has held IBTI since Q1 2024, across 10 quarterly 13F filings. IBTI is 0.2% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$28M

Current Shares

1.3M

Total Value Change

+$27.2M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+7.0%
$28M0.2%$21.86
37
2026-Q1
Increased
1.2M
+13.1%
$26.3M0.2%$21.94
39
2025-Q4
Increased
1M
+30.9%
$23.4M0.1%$21.89
43
2025-Q3
Increased
797,841
+63.9%
$17.9M0.1%$21.64
49
2025-Q2
Increased
486,873
+72.0%
$10.9M0.1%$21.40
42
2025-Q1
Increased
283,067
+333.0%
$6.3M0.1%$21.08
44
2024-Q4
Increased
65,373
+91.6%
$1.4M0.0%$20.62
40
2024-Q3
Increased
34,119
+68.0%
$768,0190.0%$20.92
36

Other major holders of IBTI: MORGAN STANLEY, Focus Partners Wealth

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