ISHARES TR

Ticker: IBTH CUSIP: 46436E841 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,234,952 Value ($000) $27,749 Avg Close — Range —
Q3 2025
Shares 803,412 Value ($000) $18,093 Avg Close — Range —
Q2 2025
Shares 495,885 Value ($000) $11,152 Avg Close — Range —
Q1 2025
Shares 292,263 Value ($000) $6,553 Avg Close — Range —
Q4 2024
Shares 78,541 Value ($000) $1,744 Avg Close — Range —
Q3 2024
Shares 40,672 Value ($000) $921 Avg Close — Range —
Q2 2024
Shares 23,680 Value ($000) $523 Avg Close — Range —
Q1 2024
Shares 10,952 Value ($000) $243 Avg Close — Range —