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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 4.1M shares of IUSB (ISHARES TR), worth $189.5M as of 2026-Q1. The position was increased (+2.7% shares). IUSB represents 1.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$189.5M

Current Shares

4.1M

Total Value Change

-$48.3M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.1M
+2.7%
$189.5M1.2%$46.80
49
2025-Q4
Increased
4M
+2.1%
$185.9M1.1%$46.49
49
2025-Q3
Decreased
3.9M
-10.3%
$182.8M1.3%$45.90
0
2025-Q2
Decreased
4.4M
-12.3%
$201.6M1.6%$44.80
0
2025-Q1
Decreased
5M
-4.0%
$229.1M2.0%$44.23
0
2024-Q4
Decreased
5.2M
-11.4%
$234M2.0%$43.22
0
2024-Q3
Increased
5.8M
+11.2%
$275.5M2.3%$44.52
59
2024-Q2
Decreased
5.3M
-2.7%
$237.8M2.0%$42.19
0

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC

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