UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1463217
IRVING, TX
Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,865,891
-$209,267 QoQ
Shares Held
16,973
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,865,891 | 16,973 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,075,158 | 18,221 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $781,186 | 5,411 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $659,623 | 5,214 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,102,370 | 8,619 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,032,295 | 7,808 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,279,532 | 8,788 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,180,847 | 8,603 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,215,083 | 8,855 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,164,234 | 8,570 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,289,425 | 10,544 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,424,364 | 11,219 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,526,283 | 11,817 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,607,120 | 12,241 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,516,971 | 12,970 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,879,021 | 15,974 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,854,299 | 14,231 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,322,876 | 15,220 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,442,499 | 15,107 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,503,026 | 15,295 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,346,778 | 15,587 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,387,785 | 15,762 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $2,057,148 | 15,192 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,381,686 | 17,424 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,737,522 | 16,127 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||