Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.2M shares of IJR (ISHARES TR), worth $145M as of 2026-Q1. The position was decreased (-2.4% shares). IJR represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$145M
Current Shares
1.2M
Total Value Change
+$26.5M
Total Shares Change
+56,373
Other major holders of IJR: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Decreased |
| 1.2M |
-2.4% |
| $145M |
| 0.9% |
| $129.20 |
0 |
| 2025-Q4 | Increased | 1.2M | +9.9% | $143.7M | 0.9% | $121.69 | 47 |
| 2025-Q3 | Decreased | 1.1M | -2.9% | $129.3M | 0.9% | $118.03 | 0 |
| 2025-Q2 | Decreased | 1.1M | -5.6% | $122.4M | 1.0% | $108.58 | 0 |
| 2025-Q1 | Increased | 1.2M | +7.0% | $124.1M | 1.1% | $102.76 | 51 |
| 2024-Q4 | Decreased | 1.1M | -1.1% | $127.7M | 1.1% | $113.25 | 0 |
| 2024-Q3 | Increased | 1.1M | +0.9% | $131.1M | 1.1% | $113.75 | 48 |
| 2024-Q2 | Decreased | 1.1M | -0.9% | $118.4M | 1.0% | $103.63 | 0 |