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

IBTQIBTQ
3 quarters

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

Yes. United Capital Financial Advisors holds 108,778 shares of IBTQ, worth $2.7M, as of its Q2 2026 13F filing. It increased the position by 18,450 shares (+20.4%) from Q1 2026. United Capital Financial Advisors has held IBTQ since Q4 2025, across 3 quarterly 13F filings.

Current Value

$2.7M

Current Shares

108,778

Total Value Change

+$1.2M

Total Shares Change

+47,996

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
108,778
+20.4%
$2.7M0.0%$24.74
31
2026-Q1
Increased
90,328
+48.6%
$2.3M0.0%$24.90
36
2025-Q4
New
60,782
-
$1.5M0.0%$24.91
35

Other major holders of IBTQ: STIFEL FINANCIAL CORP, BENJAMIN EDWARDS INC, LPL Financial LLC, MORGAN STANLEY

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