Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 4M shares of IUSB (ISHARES TR), worth $185.9M as of 2025-Q4. The position was increased (++2.1% shares). IUSB represents 1.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$185.9M
Current Shares
4M
Total Value Change
-$51.9M
Total Shares Change
-1.3M
Other major holders of IUSB: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC
Increased |
| 4M |
+2.1% |
| $185.9M |
| 1.1% |
| $46.49 |
49 |
| 2025-Q3 | Decreased | 3.9M | -10.3% | $182.8M | 1.3% | $45.90 | 0 |
| 2025-Q2 | Decreased | 4.4M | -12.3% | $201.6M | 1.6% | $44.80 | 0 |
| 2025-Q1 | Decreased | 5M | -4.0% | $229.1M | 2.0% | $44.23 | 0 |
| 2024-Q4 | Decreased | 5.2M | -11.4% | $234M | 2.0% | $43.22 | 0 |
| 2024-Q3 | Increased | 5.8M | +11.2% | $275.5M | 2.3% | $44.52 | 59 |
| 2024-Q2 | Decreased | 5.3M | -2.7% | $237.8M | 2.0% | $42.19 | 0 |