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IBTJIBTJ
Showing 8 of 9 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.3M shares of IBTJ (ISHARES TR), worth $27.6M as of 2026-Q2. The position was increased (+6.3% shares). IBTJ represents 0.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$27.6M

Current Shares

1.3M

Total Value Change

+$27M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+6.3%
$27.6M0.2%$21.38
37
2026-Q1
Increased
1.2M
+13.5%
$26.1M0.2%$21.50
39
2025-Q4
Increased
1.1M
+31.1%
$23.2M0.1%$21.47
43
2025-Q3
Increased
805,137
+65.5%
$17.7M0.1%$21.22
50
2025-Q2
Increased
486,420
+71.9%
$10.7M0.1%$20.98
41
2025-Q1
Increased
282,943
+341.7%
$6.2M0.1%$20.63
44
2024-Q4
Increased
64,060
+136.1%
$1.4M0.0%$20.09
41
2024-Q3
Increased
27,132
+107.9%
$599,6170.0%$20.55
39

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

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