News + Filings Holdings
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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> CIU
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | CIU | 5,245,339 | -143,291 | 265,256,798,000 | -1,534,270,000 | $50,570.00 |
| 12/31/2022 | iSHARES TRUST | CIU | 5,388,630 | -478,417 | 266,791,068,000 | 266,507,807,000 | $49,510.00 |
| 09/30/2022 | iSHARES TRUST | CIU | 5,867,047 | -162,763 | 283,261,000 | -24,621,000 | $48.28 |
| 06/30/2022 | iSHARES TRUST | CIU | 6,029,810 | -330,330 | 307,882,000 | -41,099,000 | $51.06 |
| 03/31/2022 | iSHARES TRUST | CIU | 6,360,140 | -180,044 | 348,981,000 | -38,656,000 | $54.87 |
| 12/31/2021 | iSHARES TRUST | CIU | 6,540,184 | 238,193 | 387,637,000 | 6,241,000 | $59.27 |
| 06/30/2021 | iSHARES TRUST | CIU | 6,301,991 | 81,324 | 381,396,000 | 12,946,000 | $60.52 |
| 03/31/2021 | iSHARES TRUST | CIU | 6,220,667 | 304,434 | 368,450,000 | 2,886,000 | $59.23 |
| 12/31/2020 | iSHARES TRUST | CIU | 5,916,233 | 260,362 | 365,564,000 | 21,630,000 | $61.79 |
| 09/30/2020 | iSHARES TRUST | CIU | 5,655,871 | 167,756 | 343,934,000 | 12,562,000 | $60.81 |
| 06/30/2020 | iSHARES TRUST | CIU | 5,488,115 | 136,109 | 331,372,000 | 40,223,000 | $60.38 |
| 03/31/2020 | iSHARES TRUST | CIU | 5,352,006 | -136,894 | 291,149,000 | -27,097,000 | $54.40 |
| 12/31/2019 | iSHARES TRUST | CIU | 5,488,900 | 30,512 | 318,246,000 | 2,096,000 | $57.98 |
| 09/30/2019 | iSHARES TRUST | CIU | 5,458,388 | -608,308 | 316,150,000 | -29,348,000 | $57.92 |
| 06/30/2019 | iSHARES TRUST | CIU | 6,066,696 | 198,475 | 345,498,000 | 21,924,000 | $56.95 |
| 03/31/2019 | iSHARES TRUST | CIU | 5,868,221 | 372,264 | 323,574,000 | 35,476,000 | $55.14 |
| 12/31/2018 | iSHARES TRUST | CIU | 5,495,957 | -209,199 | 288,098,000 | -14,846,000 | $52.42 |
| 09/30/2018 | iSHARES TRUST | CIU | 5,705,156 | 3,023,739 | 302,944,000 | 18,070,000 | $53.10 |
| 06/30/2018 | iSHARES TRUST | CIU | 2,681,417 | 110,291 | 284,874,000 | 9,146,000 | $106.24 |
| 03/31/2018 | iSHARES TRUST | CIU | 2,571,126 | 173,683 | 275,728,000 | 13,951,000 | $107.24 |
| 12/31/2017 | iSHARES TRUST | CIU | 2,397,443 | 73,835 | 261,777,000 | 5,808,000 | $109.19 |
| 09/30/2017 | iSHARES TRUST | CIU | 2,323,608 | 108,437 | 255,969,000 | 12,788,000 | $110.16 |
| 06/30/2017 | iSHARES TRUST | CIU | 2,215,171 | 127,855 | 243,181,000 | 15,747,000 | $109.78 |
| 03/31/2017 | iSHARES TRUST | CIU | 2,087,316 | 2,087,316 | 227,434,000 | 227,434,000 | $108.96 |
| 06/30/2013 | iSHARES TRUST | CIU | 0 | -32,778 | 0 | -3,643,000 | |
| 03/31/2013 | iSHARES TRUST | CIU | 32,778 | -112,355 | 3,643,000 | -12,509,000 | $111.14 |
| 12/31/2012 | iSHARES TRUST | CIU | 145,133 | 6,708 | 16,152,000 | 727,000 | $111.29 |
| 09/30/2012 | iSHARES TRUST | CIU | 138,425 | 13,437 | 15,425,000 | 1,761,000 | $111.43 |
| 06/30/2012 | iSHARES TRUST | CIU | 124,988 | 10,664 | 13,664,000 | 1,220,000 | $109.32 |
| 03/31/2012 | iSHARES TRUST | CIU | 114,324 | 114,324 | 12,444,000 | 12,444,000 | $108.85 |
| 06/30/2009 | iSHARES TRUST | CIU | 0 | -110,388 | 0 | -10,393,000 | |
| 03/31/2009 | iSHARES TRUST | CIU | 110,388 | 110,388 | 10,393,000 | 10,393,000 | $94.15 |
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